JMPWA
TRST

JP Morgan Private Wealth Advisors’s Trustco Bank Corp NY TRST Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-18,924
Closed -$604K – 1882
2023
Q1 		$604K Sell
18,924
-704
-4% -$25.3K ﹤0.01% 1395
2022
Q4 		$738K Sell
19,628
-450
-2% -$16.4K ﹤0.01% 1291
2022
Q3 		$631K Sell
20,078
-1,330
-6% -$44.1K ﹤0.01% 1361
2022
Q2 		$660K Buy
+21,408
New +$668K ﹤0.01% 1331

Other funds holding TRST

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TRST Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Trustco Bank Corp NY (TRST) in Q2 2023, closing a stake of 18,924 shares — an estimated $604K sold.

JP Morgan Private Wealth Advisors first reported a position in TRST in Q2 2022 and held it in 4 quarters. The position peaked at $738K in Q4 2022. 140 funds tracked by Wall St. Rank hold TRST as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Trustco Bank Corp NY position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 18,924 Trustco Bank Corp NY shares in Q2 2023, an estimated $604K.
  • JP Morgan Private Wealth Advisors first reported a position in Trustco Bank Corp NY in Q2 2022 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Trustco Bank Corp NY position peaked at $738K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.