Veritable’s TriState Capital Holdings, Inc. TSC Stock Holding History

Veritable’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
2022 Q2	–	Sell	-18,334	Closed	-$609K	–	981
2022 Q1	$609K	Hold	18,334	–	–	0.01%	511
2021 Q4	$555K	Hold	18,334	–	–	0.01%	536
2021 Q3	$388K	Hold	18,334	–	–	0.01%	622
2021 Q2	$374K	Hold	18,334	–	–	0.01%	617
2021 Q1	$423K	Hold	18,334	–	–	0.01%	547
2020 Q4	$319K	Buy	+18,334	New	+$276K	0.01%	610

Other funds holding TSC

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Veritable's TSC Position: Q2 2022 in Review

Veritable sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2022, closing a stake of 18,334 shares — an estimated $609K sold.

Veritable first reported a position in TSC in Q4 2020 and held it in 6 quarters. The position peaked at $609K in Q1 2022. 2 funds tracked by Wall St. Rank hold TSC as of Q2 2022.

Veritable reported no remaining TriState Capital Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
Veritable sold 18,334 TriState Capital Holdings, Inc. shares in Q2 2022, an estimated $609K.
Veritable first reported a position in TriState Capital Holdings, Inc. in Q4 2020 and held it in 6 quarters.
Veritable's TriState Capital Holdings, Inc. position peaked at $609K in Q1 2022.
2 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2022.

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