SFS
TSC

Sowell Financial Services’s TriState Capital Holdings, Inc. TSC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,647
Closed -$62K – 3092
2021
Q1 		$62K Buy
2,647
+510
+24% +$11.3K ﹤0.01% 1563
2020
Q4 		$37K Hold
2,137
– – ﹤0.01% 1516
2020
Q3 		$28K Sell
2,137
-1,475
-41% -$20.7K ﹤0.01% 1421
2020
Q2 		$57K Hold
3,612
– – ﹤0.01% 1136
2020
Q1 		$35K Buy
+3,612
New +$72.4K ﹤0.01% 1178

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Sowell Financial Services's TSC Position: Q2 2021 in Review

Sowell Financial Services sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2021, closing a stake of 2,647 shares — an estimated $62K sold.

Sowell Financial Services first reported a position in TSC in Q1 2020 and held it in 5 quarters. The position peaked at $62K in Q1 2021. 124 funds tracked by Wall St. Rank hold TSC as of Q2 2021.

  • Sowell Financial Services reported no remaining TriState Capital Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,647 TriState Capital Holdings, Inc. shares in Q2 2021, an estimated $62K.
  • Sowell Financial Services first reported a position in TriState Capital Holdings, Inc. in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's TriState Capital Holdings, Inc. position peaked at $62K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.