Wealthcare Advisory Partners’s Trustmark TRMK Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-621	Closed	-$21K	–	1753
2021 Q1	$21K	Buy	+621	New	+$19.4K	﹤0.01%	1190
2020 Q2	–	Sell	-213	Closed	-$5K	–	1261
2020 Q1	$5K	Buy	213 +2	+0.9%	+$60	﹤0.01%	1123
2019 Q4	$7K	Buy	211 +1	+0.5%	+$35	﹤0.01%	1047
2019 Q3	$7K	Buy	210 +1	+0.5%	+$34	﹤0.01%	1016
2019 Q2	$7K	Buy	209 +2	+1%	+$68	﹤0.01%	1000
2019 Q1	$7K	Buy	207 +1	+0.5%	+$33	﹤0.01%	903
2018 Q4	$6K	Buy	206 +2	+1%	+$62	﹤0.01%	905
2018 Q3	$7K	Buy	204 +1	+0.5%	+$35	﹤0.01%	943
2018 Q2	$7K	Buy	203 +2	+1%	+$64	﹤0.01%	932
2018 Q1	$6K	Sell	201 -66	-25%	-$2.13K	﹤0.01%	812
2017 Q4	$9K	Buy	267 +67	+34%	+$2.21K	﹤0.01%	704
2017 Q3	$7K	Buy	+200	New	+$6.22K	﹤0.01%	604

Other funds holding TRMK

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's TRMK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Trustmark (TRMK) in Q2 2021, closing a stake of 621 shares — an estimated $21K sold.

Wealthcare Advisory Partners first reported a position in TRMK in Q3 2017 and held it in 12 quarters. The position peaked at $21K in Q1 2021. 199 funds tracked by Wall St. Rank hold TRMK as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Trustmark position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 621 Trustmark shares in Q2 2021, an estimated $21K.
Wealthcare Advisory Partners first reported a position in Trustmark in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Trustmark position peaked at $21K in Q1 2021.
199 funds tracked by Wall St. Rank held Trustmark as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.