Xcel Wealth Management’s Trustmark TRMK Stock Holding History

Xcel Wealth Management’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	-6,000	Closed	-$202K	–	145
2021 Q1	$202K	Buy	+6,000	New	+$188K	0.07%	129
2020 Q1	–	Sell	-8,000	Closed	-$276K	–	82
2019 Q4	$276K	Hold	8,000	–	–	0.23%	62
2019 Q3	$272K	Hold	8,000	–	–	0.25%	62
2019 Q2	$266K	Hold	8,000	–	–	0.26%	65
2019 Q1	$269K	Hold	8,000	–	–	0.28%	66
2018 Q4	$227K	Buy	+8,000	New	+$248K	0.28%	57

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

Xcel Wealth Management's TRMK Position: Q2 2021 in Review

Xcel Wealth Management sold out of Trustmark (TRMK) in Q2 2021, closing a stake of 6,000 shares — an estimated $202K sold.

Xcel Wealth Management first reported a position in TRMK in Q4 2018 and held it in 6 quarters. The position peaked at $276K in Q4 2019. 199 funds tracked by Wall St. Rank hold TRMK as of Q2 2021.

Xcel Wealth Management reported no remaining Trustmark position as of Q2 2021 after selling out during the quarter.
Xcel Wealth Management sold 6,000 Trustmark shares in Q2 2021, an estimated $202K.
Xcel Wealth Management first reported a position in Trustmark in Q4 2018 and held it in 6 quarters.
Xcel Wealth Management's Trustmark position peaked at $276K in Q4 2019.
199 funds tracked by Wall St. Rank held Trustmark as of Q2 2021.

Based on Xcel Wealth Management's 13F filing for Q2 2021, filed 15 Jul 2021.