Steward Partners Investment Advisory’s Trustmark TRMK Stock Holding History

Steward Partners Investment Advisory’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	-600	Closed	-$20.2K	–	7400
2021 Q1	$20.2K	Buy	+600	New	+$18.8K	﹤0.01%	2479
2020 Q4	–	Sell	-300	Closed	-$6K	–	2993
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	2322
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	2182
2020 Q1	$6K	Sell	300 -747	-71%	-$22.3K	﹤0.01%	2042
2019 Q4	$36K	Sell	1,047 -269	-20%	-$9.29K	﹤0.01%	1543
2019 Q3	$44K	Sell	1,316 -168	-11%	-$5.66K	﹤0.01%	1413
2019 Q2	$49K	Buy	+1,484	New	+$50.1K	﹤0.01%	1344
2018 Q4	–	Sell	-1,666	Closed	-$56K	–	2046
2018 Q3	$56K	Buy	1,666 +424	+34%	+$14.8K	﹤0.01%	1165
2018 Q2	$41K	Buy	1,242 +242	+24%	+$7.8K	﹤0.01%	1183
2018 Q1	$31K	Hold	1,000	–	–	﹤0.01%	1183
2017 Q4	$31K	Hold	1,000	–	–	﹤0.01%	990
2017 Q3	$33K	Hold	1,000	–	–	﹤0.01%	799
2017 Q2	$32K	Buy	1,000 +936	+1,463%	+$30K	﹤0.01%	749
2017 Q1	$2K	Buy	+64	New	+$2.12K	﹤0.01%	1333

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Steward Partners Investment Advisory's TRMK Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Trustmark (TRMK) in Q2 2021, closing a stake of 600 shares — an estimated $20.2K sold.

Steward Partners Investment Advisory first reported a position in TRMK in Q1 2017 and held it in 14 quarters. The position peaked at $56K in Q3 2018. 199 funds tracked by Wall St. Rank hold TRMK as of Q2 2021.

Steward Partners Investment Advisory reported no remaining Trustmark position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 600 Trustmark shares in Q2 2021, an estimated $20.2K.
Steward Partners Investment Advisory first reported a position in Trustmark in Q1 2017 and held it in 14 quarters.
Steward Partners Investment Advisory's Trustmark position peaked at $56K in Q3 2018.
199 funds tracked by Wall St. Rank held Trustmark as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.