IWP
TSS

Icon Wealth Partners’s Total System Services, Inc. TSS Stock Holding History

Icon Wealth Partners’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-333
Closed -$32K – 910
2019
Q1 		$32K Buy
+333
New +$30.1K 0.01% 457
2018
Q3 		– Sell
-280
Closed -$24K – 840
2018
Q2 		$24K Buy
+280
New +$24.1K 0.01% 552
2018
Q1 		– Sell
-257
Closed -$20K – 875
2017
Q4 		$20K Buy
+257
New +$18.7K 0.01% 615

Other funds holding TSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's TSS Position: Q2 2019 in Review

Icon Wealth Partners sold out of Total System Services, Inc. (TSS) in Q2 2019, closing a stake of 333 shares — an estimated $32K sold.

Icon Wealth Partners first reported a position in TSS in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q1 2019. 593 funds tracked by Wall St. Rank hold TSS as of Q2 2019.

  • Icon Wealth Partners reported no remaining Total System Services, Inc. position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 333 Total System Services, Inc. shares in Q2 2019, an estimated $32K.
  • Icon Wealth Partners first reported a position in Total System Services, Inc. in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Total System Services, Inc. position peaked at $32K in Q1 2019.
  • 593 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.