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Wipfli Financial Advisors’s Trustmark TRMK Stock Holding History

Wipfli Financial 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
2022
Q3 		$26K Buy
+850
New +$27K ﹤0.01% 1451

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's TRMK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Trustmark (TRMK) in Q3 2022: 850 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings.

209 funds tracked by Wall St. Rank hold TRMK as of Q3 2022.

  • Wipfli Financial Advisors held 850 shares of Trustmark worth $26K as of Q3 2022.
  • Trustmark was a new Wipfli Financial Advisors position in Q3 2022.
  • Trustmark made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1451 holding.
  • 209 funds tracked by Wall St. Rank held Trustmark as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.