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Harvest Group Wealth Management’s Trustmark TRMK Stock Holding History

Harvest Group 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
Q2 		– Sell
-6
Closed – – 844
2020
Q1 		$0 Sell
6
-191
-97% -$5.69K ﹤0.01% 994
2019
Q4 		$6K Hold
197
– – 0.01% 337
2019
Q3 		$7K Hold
197
– – 0.01% 326
2019
Q2 		$6K Hold
197
– – 0.01% 326
2019
Q1 		$7K Buy
+197
New +$6.44K 0.01% 326

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's TRMK Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Trustmark (TRMK) in Q2 2020, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in TRMK in Q1 2019 and held it in 5 quarters. The position peaked at $7K in Q3 2019. 181 funds tracked by Wall St. Rank hold TRMK as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Trustmark position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Trustmark shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Trustmark in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Trustmark position peaked at $7K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held Trustmark as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.