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Beaumont Financial Advisors’s BlackRock TCP Capital TCPC Stock Holding History

Beaumont Financial Advisors’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
2024
Q4 		– Sell
-12,697
Closed -$105K – 378
2024
Q3 		$105K Buy
12,697
+498
+4% +$4.79K 0.01% 346
2024
Q2 		$132K Buy
12,199
+372
+3% +$3.94K 0.01% 360
2024
Q1 		$123K Buy
+11,827
New +$131K 0.01% 357

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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 Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors's TCPC Position: Q4 2024 in Review

Beaumont Financial Advisors sold out of BlackRock TCP Capital (TCPC) in Q4 2024, closing a stake of 12,697 shares — an estimated $105K sold.

Beaumont Financial Advisors first reported a position in TCPC in Q1 2024 and held it in 3 quarters. The position peaked at $132K in Q2 2024. 150 funds tracked by Wall St. Rank hold TCPC as of Q4 2024.

  • Beaumont Financial Advisors reported no remaining BlackRock TCP Capital position as of Q4 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 12,697 BlackRock TCP Capital shares in Q4 2024, an estimated $105K.
  • Beaumont Financial Advisors first reported a position in BlackRock TCP Capital in Q1 2024 and held it in 3 quarters.
  • Beaumont Financial Advisors's BlackRock TCP Capital position peaked at $132K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2024.

Based on Beaumont Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.