Innealta Capital’s Trustmark TRMK Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-2,042	Closed	-$61.3K	–	1552
2024 Q2	$61.3K	Buy	+2,042	New	+$58.6K	0.02%	316

Other funds holding TRMK

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Innealta Capital's TRMK Position: Q3 2024 in Review

Innealta Capital sold out of Trustmark (TRMK) in Q3 2024, closing a stake of 2,042 shares — an estimated $61.3K sold.

Innealta Capital first reported a position in TRMK in Q2 2024 and held it in 1 quarter. The position peaked at $61.3K in Q2 2024. 237 funds tracked by Wall St. Rank hold TRMK as of Q3 2024.

Innealta Capital reported no remaining Trustmark position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 2,042 Trustmark shares in Q3 2024, an estimated $61.3K.
Innealta Capital first reported a position in Trustmark in Q2 2024 and held it in 1 quarter.
Innealta Capital's Trustmark position peaked at $61.3K in Q2 2024.
237 funds tracked by Wall St. Rank held Trustmark as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.