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Arkadios Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History

Arkadios Wealth Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,021
Closed -$19K – 1591
2021
Q3 		$19K Buy
1,021
+21
+2% +$400 ﹤0.01% 1239
2021
Q2 		$18K Buy
+1,000
New +$18.8K ﹤0.01% 1339

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Arkadios Wealth Advisors's SLRC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of SLR Investment Corp (SLRC) in Q4 2021, closing a stake of 1,021 shares — an estimated $19K sold.

Arkadios Wealth Advisors first reported a position in SLRC in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 108 funds tracked by Wall St. Rank hold SLRC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining SLR Investment Corp position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,021 SLR Investment Corp shares in Q4 2021, an estimated $19K.
  • Arkadios Wealth Advisors first reported a position in SLR Investment Corp in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's SLR Investment Corp position peaked at $19K in Q3 2021.
  • 108 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.