LWA
TRST

Lenox Wealth Advisors’s Trustco Bank Corp NY TRST Stock Holding History

Lenox 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
2020
Q2 		– Sell
-45
Closed -$1K – 785
2020
Q1 		$1K Hold
45
– – ﹤0.01% 729
2019
Q4 		$2K Hold
45
– – ﹤0.01% 629
2019
Q3 		$2K Buy
+45
New +$1.79K ﹤0.01% 532

Other funds holding TRST

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Lenox Wealth Advisors's TRST Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Trustco Bank Corp NY (TRST) in Q2 2020, closing a stake of 45 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in TRST in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 164 funds tracked by Wall St. Rank hold TRST as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Trustco Bank Corp NY position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 45 Trustco Bank Corp NY shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Trustco Bank Corp NY in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Trustco Bank Corp NY position peaked at $2K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.