TCWP’s Sandy Spring Bancorp Inc SASR Stock Holding History

TCWP’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-52	Closed	-$2K	–	1838
2022 Q1	$2K	Buy	+52	New	+$2.45K	﹤0.01%	1414

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

TCWP's SASR Position: Q2 2022 in Review

TCWP sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2022, closing a stake of 52 shares — an estimated $2K sold.

TCWP first reported a position in SASR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 195 funds tracked by Wall St. Rank hold SASR as of Q2 2022.

TCWP reported no remaining Sandy Spring Bancorp Inc position as of Q2 2022 after selling out during the quarter.
TCWP sold 52 Sandy Spring Bancorp Inc shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Sandy Spring Bancorp Inc in Q1 2022 and held it in 1 quarter.
TCWP's Sandy Spring Bancorp Inc position peaked at $2K in Q1 2022.
195 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.