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Avantax Advisory Services’s Stellus Capital Investment Corp SCM Stock Holding History

Avantax Advisory Services’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,151
Closed -$267K – 1531
2022
Q4 		$267K Buy
20,151
+2,590
+15% +$34.2K ﹤0.01% 1164
2022
Q3 		$209K Sell
17,561
-1,431
-8% -$18.6K ﹤0.01% 1195
2022
Q2 		$211K Buy
+18,992
New +$245K ﹤0.01% 1176

Other funds holding SCM

C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avantax Advisory Services's SCM Position: Q1 2023 in Review

Avantax Advisory Services sold out of Stellus Capital Investment Corp (SCM) in Q1 2023, closing a stake of 20,151 shares — an estimated $267K sold.

Avantax Advisory Services first reported a position in SCM in Q2 2022 and held it in 3 quarters. The position peaked at $267K in Q4 2022. 57 funds tracked by Wall St. Rank hold SCM as of Q1 2023.

  • Avantax Advisory Services reported no remaining Stellus Capital Investment Corp position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 20,151 Stellus Capital Investment Corp shares in Q1 2023, an estimated $267K.
  • Avantax Advisory Services first reported a position in Stellus Capital Investment Corp in Q2 2022 and held it in 3 quarters.
  • Avantax Advisory Services's Stellus Capital Investment Corp position peaked at $267K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.