Northwestern Mutual Wealth Management’s TriState Capital Holdings, Inc. TSC Stock Holding History

Northwestern Mutual Wealth Management’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	-250	Closed	-$8K	–	3604
2022 Q1	$8K	Hold	250	–	–	﹤0.01%	2619
2021 Q4	$8K	Hold	250	–	–	﹤0.01%	2661
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	2700
2021 Q2	$5K	Hold	250	–	–	﹤0.01%	2676
2021 Q1	$6K	Sell	250 -2,981	-92%	-$66.2K	﹤0.01%	2434
2020 Q4	$56K	Hold	3,231	–	–	﹤0.01%	1615
2020 Q3	$43K	Buy	3,231 +494	+18%	+$6.92K	﹤0.01%	1556
2020 Q2	$43K	Hold	2,737	–	–	﹤0.01%	1497
2020 Q1	$26K	Buy	2,737 +987	+56%	+$19.8K	﹤0.01%	1616
2019 Q4	$46K	Hold	1,750	–	–	﹤0.01%	1496
2019 Q3	$37K	Buy	1,750 +250	+17%	+$5.12K	﹤0.01%	1524
2019 Q2	$32K	Hold	1,500	–	–	﹤0.01%	1560
2019 Q1	$31K	Buy	+1,500	New	+$31.8K	﹤0.01%	1555
2017 Q1	–	Sell	-1,083	Closed	-$24K	–	2515
2016 Q4	$24K	Buy	+1,083	New	+$20.5K	﹤0.01%	1300
2015 Q4	–	Sell	-10,000	Closed	-$125K	–	1916
2015 Q3	$125K	Buy	+10,000	New	+$126K	﹤0.01%	549

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

Northwestern Mutual Wealth Management's TSC Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2022, closing a stake of 250 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in TSC in Q3 2015 and held it in 15 quarters. The position peaked at $125K in Q3 2015. 2 funds tracked by Wall St. Rank hold TSC as of Q2 2022.

Northwestern Mutual Wealth Management reported no remaining TriState Capital Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 250 TriState Capital Holdings, Inc. shares in Q2 2022, an estimated $8K.
Northwestern Mutual Wealth Management first reported a position in TriState Capital Holdings, Inc. in Q3 2015 and held it in 15 quarters.
Northwestern Mutual Wealth Management's TriState Capital Holdings, Inc. position peaked at $125K in Q3 2015.
2 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.