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

HighTower 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	-11,103	Closed	-$369K	–	3661
2022 Q1	$369K	Hold	11,103	–	–	﹤0.01%	2370
2021 Q4	$336K	Sell	11,103 -114	-1%	-$3.22K	﹤0.01%	2410
2021 Q3	$238K	Sell	11,217 -2,486	-18%	-$50.3K	﹤0.01%	2584
2021 Q2	$279K	Hold	13,703	–	–	﹤0.01%	2419
2021 Q1	$316K	Hold	13,703	–	–	﹤0.01%	2267
2020 Q4	$238K	Sell	13,703 -70	-0.5%	-$1.05K	﹤0.01%	2092
2020 Q3	$182K	Hold	13,773	–	–	﹤0.01%	2118
2020 Q2	$216K	Hold	13,773	–	–	﹤0.01%	1946
2020 Q1	$134K	Sell	13,773 -4,430	-24%	-$88.8K	﹤0.01%	1898
2019 Q4	$475K	Hold	18,203	–	–	﹤0.01%	1472
2019 Q3	$383K	Hold	18,203	–	–	﹤0.01%	1646
2019 Q2	$388K	Sell	18,203 -220	-1%	-$4.82K	﹤0.01%	1645
2019 Q1	$376K	Buy	18,423 +220	+1%	+$4.67K	﹤0.01%	1612
2018 Q4	$354K	Buy	+18,203	New	+$442K	﹤0.01%	1530

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

HighTower Advisors's TSC Position: Q2 2022 in Review

HighTower Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2022, closing a stake of 11,103 shares — an estimated $369K sold.

HighTower Advisors first reported a position in TSC in Q4 2018 and held it in 14 quarters. The position peaked at $475K in Q4 2019. 2 funds tracked by Wall St. Rank hold TSC as of Q2 2022.

HighTower Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
HighTower Advisors sold 11,103 TriState Capital Holdings, Inc. shares in Q2 2022, an estimated $369K.
HighTower Advisors first reported a position in TriState Capital Holdings, Inc. in Q4 2018 and held it in 14 quarters.
HighTower Advisors's TriState Capital Holdings, Inc. position peaked at $475K in Q4 2019.
2 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.