SOA Wealth Advisors’s Trustmark TRMK Stock Holding History

SOA Wealth 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
2022 Q2	–	Sell	-81	Closed	-$2K	–	1029
2022 Q1	$2K	Hold	81	–	–	﹤0.01%	823
2021 Q4	$2K	Hold	81	–	–	﹤0.01%	795
2021 Q3	$2K	Buy	+81	New	+$2.49K	﹤0.01%	800

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

SOA Wealth Advisors's TRMK Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Trustmark (TRMK) in Q2 2022, closing a stake of 81 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in TRMK in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 205 funds tracked by Wall St. Rank hold TRMK as of Q2 2022.

SOA Wealth Advisors reported no remaining Trustmark position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 81 Trustmark shares in Q2 2022, an estimated $2K.
SOA Wealth Advisors first reported a position in Trustmark in Q3 2021 and held it in 3 quarters.
SOA Wealth Advisors's Trustmark position peaked at $2K in Q1 2022.
205 funds tracked by Wall St. Rank held Trustmark as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.