Atria Wealth Solutions’s BlackRock TCP Capital TCPC Stock Holding History

Atria Wealth Solutions’s Portfolio TCPC Stock Details TCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,949	Closed	-$121K	–	2070
2024 Q4	$121K	Sell	13,949 -1,295	-8%	-$11.2K	﹤0.01%	1888
2024 Q3	$126K	Buy	15,244 +254	+2%	+$2.44K	﹤0.01%	1846
2024 Q2	$162K	Buy	14,990 +1,887	+14%	+$20K	﹤0.01%	1813
2024 Q1	$141K	Sell	13,103 -901	-6%	-$9.96K	﹤0.01%	1866
2023 Q4	$162K	Sell	14,004 -1,055	-7%	-$12K	﹤0.01%	1813
2023 Q3	$177K	Buy	15,059 +534	+4%	+$6.42K	﹤0.01%	1728
2023 Q2	$158K	Buy	14,525 +193	+1%	+$2.02K	﹤0.01%	1744
2023 Q1	$148K	Buy	14,332 +102	+0.7%	+$1.23K	﹤0.01%	1720
2022 Q4	$184K	Sell	14,230 -25	-0.2%	-$312	﹤0.01%	1633
2022 Q3	$159K	Buy	+14,255	New	+$185K	﹤0.01%	1586
2022 Q2	–	Sell	-15,112	Closed	-$216K	–	1881
2022 Q1	$216K	Buy	+15,112	New	+$208K	﹤0.01%	1544

Other funds holding TCPC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Atria Wealth Solutions's TCPC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of BlackRock TCP Capital (TCPC) in Q1 2025, closing a stake of 13,949 shares — an estimated $121K sold.

Atria Wealth Solutions first reported a position in TCPC in Q1 2022 and held it in 11 quarters. The position peaked at $216K in Q1 2022. 143 funds tracked by Wall St. Rank hold TCPC as of Q1 2025.

Atria Wealth Solutions reported no remaining BlackRock TCP Capital position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,949 BlackRock TCP Capital shares in Q1 2025, an estimated $121K.
Atria Wealth Solutions first reported a position in BlackRock TCP Capital in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's BlackRock TCP Capital position peaked at $216K in Q1 2022.
143 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.