Steward Partners Investment Advisory’s TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 TSCBP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-400
Closed -$11K 3421
2021
Q2
$11K Buy
+400
New +$10.6K ﹤0.01% 5881

Steward Partners Investment Advisory's TSCBP Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 (TSCBP) in Q3 2021, closing a stake of 400 shares — an estimated $11K sold.

Steward Partners Investment Advisory first reported a position in TSCBP in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 0 funds tracked by Wall St. Rank hold TSCBP as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 400 TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 shares in Q3 2021, an estimated $11K.
  • Steward Partners Investment Advisory first reported a position in TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 position peaked at $11K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. Depositary Share, representing a 1/40th Interest in a Share of 6.375 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.