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

JFS Wealth 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	-1,252	Closed	-$42K	–	2009
2022 Q1	$42K	Buy	+1,252	New	+$40K	﹤0.01%	464

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

JFS Wealth Advisors's TSC Position: Q2 2022 in Review

JFS Wealth Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2022, closing a stake of 1,252 shares — an estimated $42K sold.

JFS Wealth Advisors first reported a position in TSC in Q1 2022 and held it in 1 quarter. The position peaked at $42K in Q1 2022. 2 funds tracked by Wall St. Rank hold TSC as of Q2 2022.

JFS Wealth Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
JFS Wealth Advisors sold 1,252 TriState Capital Holdings, Inc. shares in Q2 2022, an estimated $42K.
JFS Wealth Advisors first reported a position in TriState Capital Holdings, Inc. in Q1 2022 and held it in 1 quarter.
JFS Wealth Advisors's TriState Capital Holdings, Inc. position peaked at $42K in Q1 2022.
2 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.