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Sowell Financial Services’s Trustmark TRMK Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-202
Closed -$7K – 2532
2021
Q1 		$7K Buy
+202
New +$6.31K ﹤0.01% 2480
2020
Q1 		– Sell
-19
Closed -$1K – 2688
2019
Q4 		$1K Buy
+19
New +$656 ﹤0.01% 2430
2017
Q1 		– Sell
-2,186
Closed -$74K – 541
2016
Q4 		$74K Buy
+2,186
New +$68.7K 0.02% 298

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's TRMK Position: Q2 2021 in Review

Sowell Financial Services sold out of Trustmark (TRMK) in Q2 2021, closing a stake of 202 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in TRMK in Q4 2016 and held it in 3 quarters. The position peaked at $74K in Q4 2016. 199 funds tracked by Wall St. Rank hold TRMK as of Q2 2021.

  • Sowell Financial Services reported no remaining Trustmark position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 202 Trustmark shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Trustmark in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's Trustmark position peaked at $74K in Q4 2016.
  • 199 funds tracked by Wall St. Rank held Trustmark as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.