CWM
TSE

Curi Wealth Management’s Trinseo TSE Stock Holding History

Curi Wealth Management’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-252
Closed -$10K – 647
2022
Q2 		$10K Buy
252
+2
+0.8% +$91 ﹤0.01% 378
2022
Q1 		$11K Buy
+250
New +$13.1K ﹤0.01% 352

Other funds holding TSE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's TSE Position: Q3 2022 in Review

Curi Wealth Management sold out of Trinseo (TSE) in Q3 2022, closing a stake of 252 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in TSE in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 180 funds tracked by Wall St. Rank hold TSE as of Q3 2022.

  • Curi Wealth Management reported no remaining Trinseo position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 252 Trinseo shares in Q3 2022, an estimated $10K.
  • Curi Wealth Management first reported a position in Trinseo in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's Trinseo position peaked at $11K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Trinseo as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.