WAP
TSC

Wealthcare Advisory Partners’s TriState Capital Holdings, Inc. TSC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-100
Closed -$2K – 2059
2021
Q1 		$2K Buy
+100
New +$2.22K ﹤0.01% 1938

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wealthcare Advisory Partners's TSC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in TSC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 124 funds tracked by Wall St. Rank hold TSC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining TriState Capital Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 TriState Capital Holdings, Inc. shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in TriState Capital Holdings, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's TriState Capital Holdings, Inc. position peaked at $2K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.