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Sutton Wealth Advisors’s Trustmark TRMK Stock Holding History

Sutton 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
2023
Q1 		– Sell
-499
Closed -$17.4K – 1507
2022
Q4 		$17.4K Hold
499
– – 0.01% 752
2022
Q3 		$15.3K Hold
499
– – 0.01% 749
2022
Q2 		$14.6K Sell
499
-101
-17% -$2.92K 0.01% 778
2022
Q1 		$18.2K Sell
600
-5
-0.8% -$162 0.01% 737
2021
Q4 		$19.6K Buy
605
+25
+4% +$818 0.01% 704
2021
Q3 		$18.7K Buy
+580
New +$17.8K 0.01% 710

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's TRMK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 499 shares — an estimated $17.4K sold.

Sutton Wealth Advisors first reported a position in TRMK in Q3 2021 and held it in 6 quarters. The position peaked at $19.6K in Q4 2021. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 499 Trustmark shares in Q1 2023, an estimated $17.4K.
  • Sutton Wealth Advisors first reported a position in Trustmark in Q3 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's Trustmark position peaked at $19.6K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.