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Ahrens Investment Partners’s Capital Southwest CSWC Stock Holding History

Ahrens Investment Partners’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$14.2K Buy
+800
New +$14.7K 0.01% 537
2022
Q1 		– Sell
-500
Closed -$13K – 1042
2021
Q4 		$13K Buy
+500
New +$13.4K 0.01% 675

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ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ahrens Investment Partners's CSWC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Capital Southwest (CSWC) in Q1 2023: 800 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CSWC as recently as Q4 2021.

Ahrens Investment Partners first reported a position in CSWC in Q4 2021 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold CSWC as of Q1 2023.

  • Ahrens Investment Partners held 800 shares of Capital Southwest worth $14.2K as of Q1 2023.
  • Capital Southwest was a new Ahrens Investment Partners position in Q1 2023.
  • Capital Southwest made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #537 holding.
  • Ahrens Investment Partners first reported a position in Capital Southwest in Q4 2021 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.