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TCI Wealth Advisors’s Trustmark TRMK Stock Holding History

TCI 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
Q2 		– Sell
-3
Closed -$75 – 2073
2023
Q1 		$75 Sell
3
-1
-25% -$30 ﹤0.01% 2417
2022
Q4 		$140 Hold
4
– – ﹤0.01% 2377
2022
Q3 		$0 Buy
+4
New +$127 ﹤0.01% 2586
2022
Q2 		– Sell
-197
Closed -$6K – 2512
2022
Q1 		$6K Hold
197
– – ﹤0.01% 1469
2021
Q4 		$6K Hold
197
– – ﹤0.01% 1581
2021
Q3 		$6K Buy
+197
New +$6.04K ﹤0.01% 1518

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TCI Wealth Advisors's TRMK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Trustmark (TRMK) in Q2 2023, closing a stake of 3 shares — an estimated $75 sold.

TCI Wealth Advisors first reported a position in TRMK in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 202 funds tracked by Wall St. Rank hold TRMK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Trustmark position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Trustmark shares in Q2 2023, an estimated $75.
  • TCI Wealth Advisors first reported a position in Trustmark in Q3 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Trustmark position peaked at $6K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Trustmark as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.