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Beam Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Beam Wealth Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,000
Closed -$218K – 143
2020
Q2 		$218K Buy
+7,000
New +$197K 0.22% 116
2020
Q1 		– Sell
-5,924
Closed -$255K – 164
2019
Q4 		$255K Buy
+5,924
New +$253K 0.24% 122

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Beam Wealth Advisors's MAIN Position: Q3 2020 in Review

Beam Wealth Advisors sold out of Main Street Capital (MAIN) in Q3 2020, closing a stake of 7,000 shares — an estimated $218K sold.

Beam Wealth Advisors first reported a position in MAIN in Q4 2019 and held it in 2 quarters. The position peaked at $255K in Q4 2019. 200 funds tracked by Wall St. Rank hold MAIN as of Q3 2020.

  • Beam Wealth Advisors reported no remaining Main Street Capital position as of Q3 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 7,000 Main Street Capital shares in Q3 2020, an estimated $218K.
  • Beam Wealth Advisors first reported a position in Main Street Capital in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's Main Street Capital position peaked at $255K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2020.

Based on Beam Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.