Raymond James Trust’s Trustmark TRMK Stock Holding History

Raymond James Trust’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
2023 Q1	–	Sell	-6,000	Closed	-$209K	–	1197
2022 Q4	$209K	Sell	6,000 -8,325	-58%	-$291K	0.01%	1029
2022 Q3	$439K	Buy	+14,325	New	+$454K	0.02%	628

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Trust's TRMK Position: Q1 2023 in Review

Raymond James Trust sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 6,000 shares — an estimated $209K sold.

Raymond James Trust first reported a position in TRMK in Q3 2022 and held it in 2 quarters. The position peaked at $439K in Q3 2022. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

Raymond James Trust reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
Raymond James Trust sold 6,000 Trustmark shares in Q1 2023, an estimated $209K.
Raymond James Trust first reported a position in Trustmark in Q3 2022 and held it in 2 quarters.
Raymond James Trust's Trustmark position peaked at $439K in Q3 2022.
205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Raymond James Trust's 13F filing for Q1 2023, filed 3 May 2023.