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Newbridge Financial Services Group’s Trustmark TRMK Stock Holding History

Newbridge Financial Services 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
2021
Q3 		– Sell
-994
Closed -$31K – 1605
2021
Q2 		$31K Sell
994
-20
-2% -$660 0.02% 624
2021
Q1 		$34K Buy
+1,014
New +$31.7K 0.03% 515

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Newbridge Financial Services Group's TRMK Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Trustmark (TRMK) in Q3 2021, closing a stake of 994 shares — an estimated $31K sold.

Newbridge Financial Services Group first reported a position in TRMK in Q1 2021 and held it in 2 quarters. The position peaked at $34K in Q1 2021. 198 funds tracked by Wall St. Rank hold TRMK as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Trustmark position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 994 Trustmark shares in Q3 2021, an estimated $31K.
  • Newbridge Financial Services Group first reported a position in Trustmark in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Trustmark position peaked at $34K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Trustmark as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.