Harvest Group Wealth Management’s Trustco Bank Corp NY TRST Stock Holding History

Harvest Group Wealth Management’s Portfolio TRST Stock Details TRST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-27	Closed	-$1K	–	658
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	568
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	522
2020 Q2	$0	Buy	+27	New	+$798	﹤0.01%	846
2020 Q1	–	Sell	-145	Closed	-$5.27K	–	996
2019 Q4	$6K	Hold	145	–	–	0.01%	338
2019 Q3	$6K	Hold	145	–	–	0.01%	381
2019 Q2	$5K	Hold	145	–	–	0.01%	364
2019 Q1	$6K	Buy	+145	New	+$5.74K	0.01%	357

Other funds holding TRST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harvest Group Wealth Management's TRST Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TRST in Q1 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 172 funds tracked by Wall St. Rank hold TRST as of Q1 2021.

Harvest Group Wealth Management reported no remaining Trustco Bank Corp NY position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 27 Trustco Bank Corp NY shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Trustco Bank Corp NY in Q1 2019 and held it in 7 quarters.
Harvest Group Wealth Management's Trustco Bank Corp NY position peaked at $6K in Q4 2019.
172 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.