BFA
BKCC

Beaumont Financial Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Beaumont Financial Advisors’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,105
Closed -$117K – 373
2023
Q4 		$117K Buy
30,105
+793
+3% +$2.89K 0.01% 337
2023
Q3 		$109K Buy
29,312
+812
+3% +$2.92K 0.01% 318
2023
Q2 		$93.5K Hold
28,500
– – 0.01% 336
2023
Q1 		$98.3K Buy
+28,500
New +$104K 0.01% 308

Other funds holding BKCC

SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Beaumont Financial Advisors's BKCC Position: Q1 2024 in Review

Beaumont Financial Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 30,105 shares — an estimated $117K sold.

Beaumont Financial Advisors first reported a position in BKCC in Q1 2023 and held it in 4 quarters. The position peaked at $117K in Q4 2023. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Beaumont Financial Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 30,105 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $117K.
  • Beaumont Financial Advisors first reported a position in BlackRock Capital Investment Corporation in Q1 2023 and held it in 4 quarters.
  • Beaumont Financial Advisors's BlackRock Capital Investment Corporation position peaked at $117K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Beaumont Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.