SWA
TRST

Sutton Wealth Advisors’s Trustco Bank Corp NY TRST Stock Holding History

Sutton Wealth Advisors’s Portfolio TRST Stock Details TRST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-271
Closed -$10.2K – 1510
2022
Q4 		$10.2K Hold
271
– – ﹤0.01% 937
2022
Q3 		$8.52K Hold
271
– – ﹤0.01% 942
2022
Q2 		$8.36K Sell
271
-277
-51% -$8.64K ﹤0.01% 958
2022
Q1 		$17.5K Buy
548
+4
+0.7% +$135 0.01% 751
2021
Q4 		$18.1K Buy
544
+277
+104% +$9.2K 0.01% 742
2021
Q3 		$8.54K Hold
267
– – ﹤0.01% 961
2021
Q2 		$9.18K Hold
267
– – ﹤0.01% 934
2021
Q1 		$9.84K Hold
267
– – ﹤0.01% 882
2020
Q4 		$8.9K Sell
267
-16
-6% -$482 ﹤0.01% 848
2020
Q3 		$7.38K Buy
283
+139
+97% +$4.06K ﹤0.01% 815
2020
Q2 		$4.56K Hold
144
– – ﹤0.01% 927
2020
Q1 		$3.88K Hold
144
– – ﹤0.01% 905
2019
Q4 		$6.22K Sell
144
-11
-7% -$471 ﹤0.01% 913
2019
Q3 		$6.32K Hold
155
– – ﹤0.01% 896
2019
Q2 		$6.15K Hold
155
– – ﹤0.01% 887
2019
Q1 		$6.02K Hold
155
– – ﹤0.01% 897
2018
Q4 		$5.32K Hold
155
– – ﹤0.01% 878
2018
Q3 		$6.6K Sell
155
-172
-53% -$7.77K ﹤0.01% 859
2018
Q2 		$14.5K Sell
327
-205
-39% -$8.99K 0.01% 724
2018
Q1 		$22.5K Buy
532
+397
+294% +$17.4K 0.02% 528
2017
Q4 		$6.21K Hold
135
– – ﹤0.01% 862
2017
Q3 		$6.01K Sell
135
-375
-74% -$15K ﹤0.01% 852
2017
Q2 		$19.8K Hold
510
– – 0.02% 532
2017
Q1 		$20K Buy
510
+382
+298% +$15.8K 0.02% 519
2016
Q4 		$5.62K Hold
128
– – 0.01% 827
2016
Q3 		$4.55K Hold
128
– – ﹤0.01% 834
2016
Q2 		$4.12K Hold
128
– – ﹤0.01% 826
2016
Q1 		$3.89K Buy
+128
New +$3.66K ﹤0.01% 810

Other funds holding TRST

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Trustco Bank Corp NY (TRST) in Q1 2023, closing a stake of 271 shares — an estimated $10.2K sold.

Sutton Wealth Advisors first reported a position in TRST in Q1 2016 and held it in 28 quarters. The position peaked at $22.5K in Q1 2018. 147 funds tracked by Wall St. Rank hold TRST as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Trustco Bank Corp NY position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 271 Trustco Bank Corp NY shares in Q1 2023, an estimated $10.2K.
  • Sutton Wealth Advisors first reported a position in Trustco Bank Corp NY in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Trustco Bank Corp NY position peaked at $22.5K in Q1 2018.
  • 147 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2023.

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