JWM
TRMK icon

Janiczek Wealth Management’s Trustmark TRMK Stock Holding History

Janiczek 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
2024
Q2 		$1.5K Hold
50
– – ﹤0.01% 878
2024
Q1 		$1.41K Hold
50
– – ﹤0.01% 901
2023
Q4 		$1.39K Hold
50
– – ﹤0.01% 892
2023
Q3 		$1.09K Sell
50
-11
-18% -$256 ﹤0.01% 906
2023
Q2 		$1.29K Sell
61
-611
-91% -$13.8K ﹤0.01% 818
2023
Q1 		$15.7K Sell
672
-191
-22% -$5.64K ﹤0.01% 490
2022
Q4 		$30.3K Hold
863
– – 0.01% 389
2022
Q3 		$27K Hold
863
– – 0.01% 405
2022
Q2 		$28K Sell
863
-623
-42% -$18K 0.01% 417
2022
Q1 		$45K Hold
1,486
– – 0.01% 319
2021
Q4 		$48K Hold
1,486
– – 0.01% 315
2021
Q3 		$48K Buy
1,486
+261
+21% +$8.01K 0.02% 292
2021
Q2 		$38K Buy
1,225
+32
+3% +$1.06K 0.01% 309
2021
Q1 		$40K Buy
1,193
+225
+23% +$7.03K 0.02% 266
2020
Q4 		$26K Buy
968
+631
+187% +$15.8K 0.01% 308
2020
Q3 		$7K Buy
+337
New +$7.74K ﹤0.01% 300

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's TRMK Position: Q2 2024 in Review

Janiczek Wealth Management held its Trustmark (TRMK) position steady in Q2 2024 at 50 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Janiczek Wealth Management first reported a position in TRMK in Q3 2020 and has held it in 16 quarters since. The position peaked at $48K in Q4 2021. 223 funds tracked by Wall St. Rank hold TRMK as of Q2 2024.

  • Janiczek Wealth Management held 50 shares of Trustmark worth $1.5K as of Q2 2024.
  • Janiczek Wealth Management left its Trustmark share count unchanged in Q2 2024.
  • Trustmark made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #878 holding.
  • Janiczek Wealth Management first reported a position in Trustmark in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Trustmark position peaked at $48K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Trustmark as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.