CAPTRUST Financial Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TSC Stock Details TSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-103	Closed	-$3K	–	5304
2022 Q1	$3K	Hold	103	–	–	﹤0.01%	4428
2021 Q4	$3K	Hold	103	–	–	﹤0.01%	4348
2021 Q3	$2K	Hold	103	–	–	﹤0.01%	4337
2021 Q2	$2K	Hold	103	–	–	﹤0.01%	4242
2021 Q1	$2K	Buy	+103	New	+$2.29K	﹤0.01%	4104

Other funds holding TSC

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CAPTRUST Financial Advisors's TSC Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2022, closing a stake of 103 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in TSC in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 2 funds tracked by Wall St. Rank hold TSC as of Q2 2022.

CAPTRUST Financial Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 103 TriState Capital Holdings, Inc. shares in Q2 2022, an estimated $3K.
CAPTRUST Financial Advisors first reported a position in TriState Capital Holdings, Inc. in Q1 2021 and held it in 5 quarters.
CAPTRUST Financial Advisors's TriState Capital Holdings, Inc. position peaked at $3K in Q1 2022.
2 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.