Global Retirement Partners’s TriState Capital Holdings, Inc. TSC Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-1,414	Closed	-$30K	–	2006
2021 Q3	$30K	Hold	1,414	–	–	﹤0.01%	1062
2021 Q2	$29K	Buy	1,414 +42	+3%	+$958	﹤0.01%	1076
2021 Q1	$32K	Buy	1,372 +195	+17%	+$4.33K	﹤0.01%	955
2020 Q4	$20K	Buy	1,177 +78	+7%	+$1.17K	﹤0.01%	1040
2020 Q3	$15K	Hold	1,099	–	–	﹤0.01%	1032
2020 Q2	$17K	Buy	1,099 +221	+25%	+$3.01K	﹤0.01%	963
2020 Q1	$8K	Hold	878	–	–	﹤0.01%	1119
2019 Q4	$23K	Hold	878	–	–	﹤0.01%	897
2019 Q3	$18K	Hold	878	–	–	﹤0.01%	946
2019 Q2	$19K	Buy	878 +57	+7%	+$1.25K	﹤0.01%	929
2019 Q1	$17K	Buy	821 +270	+49%	+$5.73K	﹤0.01%	892
2018 Q4	$11K	Buy	551 +447	+430%	+$10.9K	﹤0.01%	959
2018 Q3	$3K	Hold	104	–	–	﹤0.01%	1366
2018 Q2	$3K	Buy	104 +46	+79%	+$1.17K	﹤0.01%	1352
2018 Q1	$1K	Hold	58	–	–	﹤0.01%	1456
2017 Q4	$1K	Buy	+58	New	+$1.35K	﹤0.01%	1405

Other funds holding TSC

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Global Retirement Partners's TSC Position: Q4 2021 in Review

Global Retirement Partners sold out of TriState Capital Holdings, Inc. (TSC) in Q4 2021, closing a stake of 1,414 shares — an estimated $30K sold.

Global Retirement Partners first reported a position in TSC in Q4 2017 and held it in 16 quarters. The position peaked at $32K in Q1 2021. 153 funds tracked by Wall St. Rank hold TSC as of Q4 2021.

Global Retirement Partners reported no remaining TriState Capital Holdings, Inc. position as of Q4 2021 after selling out during the quarter.
Global Retirement Partners sold 1,414 TriState Capital Holdings, Inc. shares in Q4 2021, an estimated $30K.
Global Retirement Partners first reported a position in TriState Capital Holdings, Inc. in Q4 2017 and held it in 16 quarters.
Global Retirement Partners's TriState Capital Holdings, Inc. position peaked at $32K in Q1 2021.
153 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.