Rothschild Investment LLC’s TriState Capital Holdings, Inc. TSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
– Sell
-7,210
Closed -$218K – 542
2021
Q4
$218K Buy
+7,210
New +$204K 0.02% 464
2020
Q3
– Sell
-10,433
Closed -$164K – 457
2020
Q2
$164K Sell
10,433
-3,015
-22% -$41K 0.02% 394
2020
Q1
$130K Sell
13,448
-186
-1% -$3.73K 0.02% 398
2019
Q4
$356K Buy
+13,634
New +$325K 0.04% 336

Other funds holding TSC

Rothschild Investment LLC's TSC Position: Q1 2022 in Review

Rothschild Investment LLC sold out of TriState Capital Holdings, Inc. (TSC) in Q1 2022, closing a stake of 7,210 shares — an estimated $218K sold.

Rothschild Investment LLC first reported a position in TSC in Q4 2019 and held it in 4 quarters. The position peaked at $356K in Q4 2019. 153 funds tracked by Wall St. Rank hold TSC as of Q1 2022.

  • Rothschild Investment LLC reported no remaining TriState Capital Holdings, Inc. position as of Q1 2022 after selling out during the quarter.
  • Rothschild Investment LLC sold 7,210 TriState Capital Holdings, Inc. shares in Q1 2022, an estimated $218K.
  • Rothschild Investment LLC first reported a position in TriState Capital Holdings, Inc. in Q4 2019 and held it in 4 quarters.
  • Rothschild Investment LLC's TriState Capital Holdings, Inc. position peaked at $356K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q1 2022.

Based on Rothschild Investment LLC's 13F filing for Q1 2022, filed 18 Apr 2022.