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Avior Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History

Avior Wealth Management’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
-4,379
Closed -$38.1K – 2156
2024
Q4 		$38.1K Buy
+4,379
New +$37.9K ﹤0.01% 1229
2024
Q2 		– Sell
-3,523
Closed -$36.8K – 3576
2024
Q1 		$36.8K Buy
+3,523
New +$38.9K ﹤0.01% 1352

Other funds holding TCPC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Avior Wealth Management's TCPC Position: Q1 2025 in Review

Avior Wealth Management sold out of BlackRock TCP Capital (TCPC) in Q1 2025, closing a stake of 4,379 shares — an estimated $38.1K sold.

Avior Wealth Management first reported a position in TCPC in Q1 2024 and held it in 2 quarters. The position peaked at $38.1K in Q4 2024. 143 funds tracked by Wall St. Rank hold TCPC as of Q1 2025.

  • Avior Wealth Management reported no remaining BlackRock TCP Capital position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,379 BlackRock TCP Capital shares in Q1 2025, an estimated $38.1K.
  • Avior Wealth Management first reported a position in BlackRock TCP Capital in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's BlackRock TCP Capital position peaked at $38.1K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.