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Golden State Wealth Management’s Trustmark TRMK Stock Holding History

Golden State Wealth Management’s Portfolio TRMK Stock Details TRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,417
Closed -$329K – 483
2020
Q2 		$329K Buy
+13,417
New +$323K 0.08% 151

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Golden State Wealth Management's TRMK Position: Q3 2020 in Review

Golden State Wealth Management sold out of Trustmark (TRMK) in Q3 2020, closing a stake of 13,417 shares — an estimated $329K sold.

Golden State Wealth Management first reported a position in TRMK in Q2 2020 and held it in 1 quarter. The position peaked at $329K in Q2 2020. 181 funds tracked by Wall St. Rank hold TRMK as of Q3 2020.

  • Golden State Wealth Management reported no remaining Trustmark position as of Q3 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 13,417 Trustmark shares in Q3 2020, an estimated $329K.
  • Golden State Wealth Management first reported a position in Trustmark in Q2 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Trustmark position peaked at $329K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Trustmark as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.