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Endurance Wealth Management’s Timberland Bancorp TSBK Stock Holding History

Endurance Wealth Management’s Portfolio TSBK Stock Details TSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,800
Closed -$50K – 637
2020
Q3 		$50K Hold
2,800
– – 0.01% 303
2020
Q2 		$51K Buy
+2,800
New +$48.7K 0.01% 304

Other funds holding TSBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Endurance Wealth Management's TSBK Position: Q4 2020 in Review

Endurance Wealth Management sold out of Timberland Bancorp (TSBK) in Q4 2020, closing a stake of 2,800 shares — an estimated $50K sold.

Endurance Wealth Management first reported a position in TSBK in Q2 2020 and held it in 2 quarters. The position peaked at $51K in Q2 2020. 64 funds tracked by Wall St. Rank hold TSBK as of Q4 2020.

  • Endurance Wealth Management reported no remaining Timberland Bancorp position as of Q4 2020 after selling out during the quarter.
  • Endurance Wealth Management sold 2,800 Timberland Bancorp shares in Q4 2020, an estimated $50K.
  • Endurance Wealth Management first reported a position in Timberland Bancorp in Q2 2020 and held it in 2 quarters.
  • Endurance Wealth Management's Timberland Bancorp position peaked at $51K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Timberland Bancorp as of Q4 2020.

Based on Endurance Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.