AWS
CSWC icon

Atria Wealth Solutions’s Capital Southwest CSWC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$215K Buy
+9,738
New +$201K ﹤0.01% 1355
2024
Q3 		– Sell
-7,668
Closed -$200K – 1947
2024
Q2 		$200K Buy
+7,668
New +$197K ﹤0.01% 1787
2024
Q1 		– Sell
-13,670
Closed -$324K – 1976
2023
Q4 		$324K Sell
13,670
-1,434
-9% -$32K ﹤0.01% 1442
2023
Q3 		$346K Sell
15,104
-2,004
-12% -$43.4K ﹤0.01% 1324
2023
Q2 		$337K Buy
17,108
+1,784
+12% +$32.9K ﹤0.01% 1364
2023
Q1 		$272K Buy
+15,324
New +$282K ﹤0.01% 1473

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $1.89B AUM 11.79% 1-Year Est. Return