Tradition Wealth Management’s CHS Inc Class B Series 3 Preferred Stock CHSCM Stock Holding History

Tradition Wealth Management’s Portfolio CHSCM Stock Details CHSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,334	Closed	-$255K	–	517
2023 Q4	$255K	Hold	10,334	–	–	0.03%	295
2023 Q3	$259K	Hold	10,334	–	–	0.03%	272
2023 Q2	$261K	Hold	10,334	–	–	0.03%	270
2023 Q1	$258K	Sell	10,334 -41	-0.4%	-$1.03K	0.03%	263
2022 Q4	$249K	Hold	10,375	–	–	0.04%	237
2022 Q3	$257K	Buy	10,375 +439	+4%	+$11.3K	0.04%	228
2022 Q2	$255K	Buy	9,936 +400	+4%	+$10.3K	0.04%	238
2022 Q1	$251K	Hold	9,536	–	–	0.03%	265
2021 Q4	$265K	Hold	9,536	–	–	0.03%	264
2021 Q3	$268K	Hold	9,536	–	–	0.04%	236
2021 Q2	$271K	Buy	+9,536	New	+$265K	0.04%	241

Other funds holding CHSCM

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Tradition Wealth Management's CHSCM Position: Q1 2024 in Review

Tradition Wealth Management sold out of CHS Inc Class B Series 3 Preferred Stock (CHSCM) in Q1 2024, closing a stake of 10,334 shares — an estimated $255K sold.

Tradition Wealth Management first reported a position in CHSCM in Q2 2021 and held it in 11 quarters. The position peaked at $271K in Q2 2021. 3 funds tracked by Wall St. Rank hold CHSCM as of Q1 2024.

Tradition Wealth Management reported no remaining CHS Inc Class B Series 3 Preferred Stock position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 10,334 CHS Inc Class B Series 3 Preferred Stock shares in Q1 2024, an estimated $255K.
Tradition Wealth Management first reported a position in CHS Inc Class B Series 3 Preferred Stock in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's CHS Inc Class B Series 3 Preferred Stock position peaked at $271K in Q2 2021.
3 funds tracked by Wall St. Rank held CHS Inc Class B Series 3 Preferred Stock as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.