Key Financial Inc’s Trustmark TRMK Stock Holding History

Key Financial Inc’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 Q3	–	Sell	-153	Closed	-$3.23K	–	1395
2023 Q2	$3.23K	Buy	+153	New	+$3.45K	﹤0.01%	1092

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Key Financial Inc's TRMK Position: Q3 2023 in Review

Key Financial Inc sold out of Trustmark (TRMK) in Q3 2023, closing a stake of 153 shares — an estimated $3.23K sold.

Key Financial Inc first reported a position in TRMK in Q2 2023 and held it in 1 quarter. The position peaked at $3.23K in Q2 2023. 209 funds tracked by Wall St. Rank hold TRMK as of Q3 2023.

Key Financial Inc reported no remaining Trustmark position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 153 Trustmark shares in Q3 2023, an estimated $3.23K.
Key Financial Inc first reported a position in Trustmark in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Trustmark position peaked at $3.23K in Q2 2023.
209 funds tracked by Wall St. Rank held Trustmark as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.