RIA
TRMK icon

Realta Investment Advisors’s Trustmark TRMK Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-101
Closed -$3K – 1291
2019
Q4 		$3K Hold
101
– – ﹤0.01% 1443
2019
Q3 		$3K Buy
101
+1
+1% +$34 ﹤0.01% 1460
2019
Q2 		$3K Buy
+100
New +$3.38K ﹤0.01% 1513

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Realta Investment Advisors's TRMK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Trustmark (TRMK) in Q1 2020, closing a stake of 101 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in TRMK in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 174 funds tracked by Wall St. Rank hold TRMK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Trustmark position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 101 Trustmark shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in Trustmark in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Trustmark position peaked at $3K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Trustmark as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.