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

TCI 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 Q2	–	Sell	-131	Closed	-$4.18K	–	2079
2023 Q1	$4.18K	Hold	131	–	–	﹤0.01%	1648
2022 Q4	$4.92K	Sell	131 -9	-6%	-$328	﹤0.01%	1531
2022 Q3	$4K	Buy	+140	New	+$4.64K	﹤0.01%	1686
2022 Q2	–	Sell	-143	Closed	-$5K	–	2514
2022 Q1	$5K	Buy	+143	New	+$4.84K	﹤0.01%	1601
2020 Q4	–	Sell	-85	Closed	-$2K	–	1667
2020 Q3	$2K	Sell	85 -24	-22%	-$701	﹤0.01%	1188
2020 Q2	$3K	Buy	109 +4	+4%	+$118	﹤0.01%	973
2020 Q1	$3K	Buy	105 +65	+163%	+$2.36K	﹤0.01%	927
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1213
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1158
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1077
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	1091
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	1317
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	1093
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	1150
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	1021
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	1070
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	998
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	1029
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	982
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	1053
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	1226
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	1159
2016 Q1	$1K	Buy	+40	New	+$1.14K	﹤0.01%	1163

Other funds holding TRST

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Trustco Bank Corp NY (TRST) in Q2 2023, closing a stake of 131 shares — an estimated $4.18K sold.

TCI Wealth Advisors first reported a position in TRST in Q1 2016 and held it in 23 quarters. The position peaked at $5K in Q1 2022. 140 funds tracked by Wall St. Rank hold TRST as of Q2 2023.

TCI Wealth Advisors reported no remaining Trustco Bank Corp NY position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 131 Trustco Bank Corp NY shares in Q2 2023, an estimated $4.18K.
TCI Wealth Advisors first reported a position in Trustco Bank Corp NY in Q1 2016 and held it in 23 quarters.
TCI Wealth Advisors's Trustco Bank Corp NY position peaked at $5K in Q1 2022.
140 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2023.

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