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Wealthspire Advisors (Maryland)’s Trustmark TRMK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-58
Closed -$2K – 1901
2019
Q1 		$2K Buy
58
+7
+14% +$229 ﹤0.01% 2208
2018
Q4 		$1K Sell
51
-29
-36% -$899 ﹤0.01% 2335
2018
Q3 		$3K Buy
80
+9
+13% +$313 ﹤0.01% 2077
2018
Q2 		$2K Buy
71
+33
+87% +$1.06K ﹤0.01% 2207
2018
Q1 		$1K Sell
38
-46
-55% -$1.48K ﹤0.01% 2406
2017
Q4 		$3K Buy
+84
New +$2.78K ﹤0.01% 2028
2017
Q3 		– Sell
-11
Closed – – 2456
2017
Q2 		$0 Hold
11
– – ﹤0.01% 2277
2017
Q1 		$0 Buy
+11
New +$365 ﹤0.01% 2011

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRMK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Trustmark (TRMK) in Q2 2019, closing a stake of 58 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TRMK in Q1 2017 and held it in 8 quarters. The position peaked at $3K in Q3 2018. 212 funds tracked by Wall St. Rank hold TRMK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Trustmark position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 58 Trustmark shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Trustmark in Q1 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Trustmark position peaked at $3K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Trustmark as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.