FF
TSC

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

FourThought Financial’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
2021
Q2 		– Sell
-4,528
Closed -$104K – 1618
2021
Q1 		$104K Sell
4,528
-254
-5% -$5.64K 0.02% 483
2020
Q4 		$83K Buy
+4,782
New +$72K 0.01% 534

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

FourThought Financial's TSC Position: Q2 2021 in Review

FourThought Financial sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2021, closing a stake of 4,528 shares — an estimated $104K sold.

FourThought Financial first reported a position in TSC in Q4 2020 and held it in 2 quarters. The position peaked at $104K in Q1 2021. 124 funds tracked by Wall St. Rank hold TSC as of Q2 2021.

  • FourThought Financial reported no remaining TriState Capital Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 4,528 TriState Capital Holdings, Inc. shares in Q2 2021, an estimated $104K.
  • FourThought Financial first reported a position in TriState Capital Holdings, Inc. in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's TriState Capital Holdings, Inc. position peaked at $104K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.