SWA
TSE

SOA Wealth Advisors’s Trinseo TSE Stock Holding History

SOA Wealth Advisors’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88
Closed -$450 – 905
2024
Q3 		$450 Hold
88
– – ﹤0.01% 755
2024
Q2 		$203 Hold
88
– – ﹤0.01% 803
2024
Q1 		$333 Hold
88
– – ﹤0.01% 829
2023
Q4 		$737 Sell
88
-158
-64% -$1.06K ﹤0.01% 778
2023
Q3 		$2.01K Hold
246
– – ﹤0.01% 718
2023
Q2 		$3.11K Hold
246
– – ﹤0.01% 673
2023
Q1 		$5.12K Hold
246
– – ﹤0.01% 619
2022
Q4 		$5.58K Sell
246
-242
-50% -$5.33K ﹤0.01% 612
2022
Q3 		$8K Hold
488
– – ﹤0.01% 546
2022
Q2 		$18K Hold
488
– – 0.01% 407
2022
Q1 		$23K Hold
488
– – 0.01% 443
2021
Q4 		$25K Buy
488
+41
+9% +$2.22K 0.01% 412
2021
Q3 		$24K Buy
+447
New +$23.3K 0.01% 423

Other funds holding TSE

MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's TSE Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Trinseo (TSE) in Q4 2024, closing a stake of 88 shares — an estimated $450 sold.

SOA Wealth Advisors first reported a position in TSE in Q3 2021 and held it in 13 quarters. The position peaked at $25K in Q4 2021. 95 funds tracked by Wall St. Rank hold TSE as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Trinseo position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 88 Trinseo shares in Q4 2024, an estimated $450.
  • SOA Wealth Advisors first reported a position in Trinseo in Q3 2021 and held it in 13 quarters.
  • SOA Wealth Advisors's Trinseo position peaked at $25K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Trinseo as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.