Kapitalo Investimentos’s Trustmark TRMK Stock Holding History

Kapitalo Investimentos’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
2023 Q1	–	Sell	-1,164	Closed	-$40.6K	–	501
2022 Q4	$40.6K	Buy	+1,164	New	+$40.7K	0.03%	148

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

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

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

Kapitalo Investimentos's TRMK Position: Q1 2023 in Review

Kapitalo Investimentos sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 1,164 shares — an estimated $40.6K sold.

Kapitalo Investimentos first reported a position in TRMK in Q4 2022 and held it in 1 quarter. The position peaked at $40.6K in Q4 2022. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

Kapitalo Investimentos reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
Kapitalo Investimentos sold 1,164 Trustmark shares in Q1 2023, an estimated $40.6K.
Kapitalo Investimentos first reported a position in Trustmark in Q4 2022 and held it in 1 quarter.
Kapitalo Investimentos's Trustmark position peaked at $40.6K in Q4 2022.
205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Kapitalo Investimentos's 13F filing for Q1 2023, filed 29 Mar 2024.