MFG
TRMK icon

Magnus Financial Group’s Trustmark TRMK Stock Holding History

Magnus Financial Group’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
2020
Q2 		– Sell
-12,269
Closed -$286K – 757
2020
Q1 		$286K Buy
12,269
+483
+4% +$14.4K 0.04% 294
2019
Q4 		$407K Hold
11,786
– – 0.06% 191
2019
Q3 		$402K Hold
11,786
– – 0.08% 161
2019
Q2 		$392K Hold
11,786
– – 0.08% 162
2019
Q1 		$396K Buy
11,786
+625
+6% +$20.4K 0.08% 149
2018
Q4 		$317K Buy
+11,161
New +$346K 0.08% 166

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnus Financial Group's TRMK Position: Q2 2020 in Review

Magnus Financial Group sold out of Trustmark (TRMK) in Q2 2020, closing a stake of 12,269 shares — an estimated $286K sold.

Magnus Financial Group first reported a position in TRMK in Q4 2018 and held it in 6 quarters. The position peaked at $407K in Q4 2019. 181 funds tracked by Wall St. Rank hold TRMK as of Q2 2020.

  • Magnus Financial Group reported no remaining Trustmark position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 12,269 Trustmark shares in Q2 2020, an estimated $286K.
  • Magnus Financial Group first reported a position in Trustmark in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Trustmark position peaked at $407K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held Trustmark as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.