SWA
TSE

Strategies Wealth Advisors’s Trinseo TSE Stock Holding History

Strategies 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
2026
Q1 		– Sell
-18,023
Closed -$8.96K – 205
2025
Q4 		$8.96K Buy
+18,023
New +$21.5K ﹤0.01% 187

Other funds holding TSE

KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $297M AUM 40.85% 1-Year Est. Return

Strategies Wealth Advisors's TSE Position: Q1 2026 in Review

Strategies Wealth Advisors sold out of Trinseo (TSE) in Q1 2026, closing a stake of 18,023 shares — an estimated $8.96K sold.

Strategies Wealth Advisors first reported a position in TSE in Q4 2025 and held it in 1 quarter. The position peaked at $8.96K in Q4 2025. 14 funds tracked by Wall St. Rank hold TSE as of Q1 2026.

  • Strategies Wealth Advisors reported no remaining Trinseo position as of Q1 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 18,023 Trinseo shares in Q1 2026, an estimated $8.96K.
  • Strategies Wealth Advisors first reported a position in Trinseo in Q4 2025 and held it in 1 quarter.
  • Strategies Wealth Advisors's Trinseo position peaked at $8.96K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Trinseo as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.