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BCR Wealth Strategies’s Stellus Capital Investment Corp SCM Stock Holding History

BCR Wealth Strategies’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
2024
Q3 		– Sell
-26,824
Closed -$368K – 33
2024
Q2 		$368K Buy
+26,824
New +$370K 0.24% 19

Other funds holding SCM

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

BCR Wealth Strategies's SCM Position: Q3 2024 in Review

BCR Wealth Strategies sold out of Stellus Capital Investment Corp (SCM) in Q3 2024, closing a stake of 26,824 shares — an estimated $368K sold.

BCR Wealth Strategies first reported a position in SCM in Q2 2024 and held it in 1 quarter. The position peaked at $368K in Q2 2024. 53 funds tracked by Wall St. Rank hold SCM as of Q3 2024.

  • BCR Wealth Strategies reported no remaining Stellus Capital Investment Corp position as of Q3 2024 after selling out during the quarter.
  • BCR Wealth Strategies sold 26,824 Stellus Capital Investment Corp shares in Q3 2024, an estimated $368K.
  • BCR Wealth Strategies first reported a position in Stellus Capital Investment Corp in Q2 2024 and held it in 1 quarter.
  • BCR Wealth Strategies's Stellus Capital Investment Corp position peaked at $368K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2024.

Based on BCR Wealth Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.