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Accurate Wealth Management’s New Mountain Finance NMFC Stock Holding History

Accurate Wealth Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,565
Closed -$83.4K – 996
2022
Q4 		$83.4K Buy
+6,565
New +$80.9K 0.03% 342

Other funds holding NMFC

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Accurate Wealth Management's NMFC Position: Q1 2023 in Review

Accurate Wealth Management sold out of New Mountain Finance (NMFC) in Q1 2023, closing a stake of 6,565 shares — an estimated $83.4K sold.

Accurate Wealth Management first reported a position in NMFC in Q4 2022 and held it in 1 quarter. The position peaked at $83.4K in Q4 2022. 147 funds tracked by Wall St. Rank hold NMFC as of Q1 2023.

  • Accurate Wealth Management reported no remaining New Mountain Finance position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 6,565 New Mountain Finance shares in Q1 2023, an estimated $83.4K.
  • Accurate Wealth Management first reported a position in New Mountain Finance in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's New Mountain Finance position peaked at $83.4K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.