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Prestige Wealth Management Group’s Trustmark TRMK Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-34
Closed -$1K – 1083
2018
Q4 		$1K Buy
+34
New +$1.05K ﹤0.01% 1127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prestige Wealth Management Group's TRMK Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Trustmark (TRMK) in Q1 2019, closing a stake of 34 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in TRMK in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 208 funds tracked by Wall St. Rank hold TRMK as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Trustmark position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 34 Trustmark shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Trustmark in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Trustmark position peaked at $1K in Q4 2018.
  • 208 funds tracked by Wall St. Rank held Trustmark as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.