Kaizen Advisory »

Tristate Capital Hldgs shares owned by Kaizen Advisory

Quarter-by-quarter ownership of Tristate Capital Hldgs shares owned by Kaizen Advisory from 13F filings

Historical chart of Kaizen Advisory investment in Tristate Capital Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Tristate Capital Hldgs held by Kaizen Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tristate Capital Hldgs by Kaizen Advisory

Quarter filed Position value Share count Share price at filing
2018-12-31 $569k 29k 19.44
2018-09-30 $964k 35k 27.59

More positions owned by Kaizen Advisory

Spdr S&p 500 Etf (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
MasterCard Incorporated (MA)
Comcast Corporation (CMCSA)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway (BRK.B)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
Federated Investors (FHI)
Texas Instruments Incorporated (TXN)
NutriSystem
Intuit (INTU)
Johnson & Johnson (JNJ)

View all positions for Kaizen Advisory