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TFO Wealth Partners’s Trustmark TRMK Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$112 – 684
2024
Q1 		$112 Hold
4
– – ﹤0.01% 618
2023
Q4 		$112 Hold
4
– – ﹤0.01% 779
2023
Q3 		$84 Hold
4
– – ﹤0.01% 1000
2023
Q2 		$84 Hold
4
– – ﹤0.01% 699
2023
Q1 		$99 Sell
4
-12
-75% -$355 ﹤0.01% 648
2022
Q4 		$3.6K Buy
+16
New +$559 ﹤0.01% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's TRMK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Trustmark (TRMK) in Q2 2024, closing a stake of 4 shares — an estimated $112 sold.

TFO Wealth Partners first reported a position in TRMK in Q4 2022 and held it in 6 quarters. The position peaked at $3.6K in Q4 2022. 223 funds tracked by Wall St. Rank hold TRMK as of Q2 2024.

  • TFO Wealth Partners reported no remaining Trustmark position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Trustmark shares in Q2 2024, an estimated $112.
  • TFO Wealth Partners first reported a position in Trustmark in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Trustmark position peaked at $3.6K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Trustmark as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.