Schneider Downs Wealth Management Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

Schneider Downs Wealth Management 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	-59,445	Closed	-$1.98M	–	159
2022 Q1	$1.98M	Hold	59,445	–	–	0.5%	28
2021 Q4	$1.8M	Buy	59,445 +25,055	+73%	+$707K	0.43%	34
2021 Q3	$727K	Hold	34,390	–	–	0.19%	63
2021 Q2	$701K	Hold	34,390	–	–	0.18%	55
2021 Q1	$793K	Hold	34,390	–	–	0.19%	46
2020 Q4	$598K	Sell	34,390 -1,660	-5%	-$25K	0.17%	44
2020 Q3	$477K	Hold	36,050	–	–	0.16%	48
2020 Q2	$566K	Buy	+36,050	New	+$490K	0.19%	42

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

Schneider Downs Wealth Management Advisors's TSC Position: Q2 2022 in Review

Schneider Downs Wealth Management Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2022, closing a stake of 59,445 shares — an estimated $1.98M sold.

Schneider Downs Wealth Management Advisors first reported a position in TSC in Q2 2020 and held it in 8 quarters. The position peaked at $1.98M in Q1 2022. 2 funds tracked by Wall St. Rank hold TSC as of Q2 2022.

Schneider Downs Wealth Management Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 59,445 TriState Capital Holdings, Inc. shares in Q2 2022, an estimated $1.98M.
Schneider Downs Wealth Management Advisors first reported a position in TriState Capital Holdings, Inc. in Q2 2020 and held it in 8 quarters.
Schneider Downs Wealth Management Advisors's TriState Capital Holdings, Inc. position peaked at $1.98M in Q1 2022.
2 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.