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Patriot Financial Group Insurance Agency’s Trustmark TRMK Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-4
Closed – – 1998
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1848
2020
Q2 		$0 Hold
4
– – ﹤0.01% 1839
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1739
2019
Q4 		$0 Buy
+4
New +$138 ﹤0.01% 1448

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Patriot Financial Group Insurance Agency's TRMK Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Trustmark (TRMK) in Q4 2020, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in TRMK in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 186 funds tracked by Wall St. Rank hold TRMK as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Trustmark position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Trustmark shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Trustmark in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Trustmark position peaked at $0 in Q3 2020.
  • 186 funds tracked by Wall St. Rank held Trustmark as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.