Capstone Investment Advisors
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Capstone Investment Advisors’s Palmer Square Capital BDC PSBD Stock Holding History

Capstone Investment Advisors’s Portfolio PSBD Stock Details PSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-63,350
Closed -$1.03M – 2384
2024
Q1 		$1.03M Buy
+63,350
New +$1.03M ﹤0.01% 1135

Other funds holding PSBD

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capstone Investment Advisors's PSBD Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Palmer Square Capital BDC (PSBD) in Q2 2024, closing a stake of 63,350 shares — an estimated $1.03M sold.

Capstone Investment Advisors first reported a position in PSBD in Q1 2024 and held it in 1 quarter. The position peaked at $1.03M in Q1 2024. 28 funds tracked by Wall St. Rank hold PSBD as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Palmer Square Capital BDC position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 63,350 Palmer Square Capital BDC shares in Q2 2024, an estimated $1.03M.
  • Capstone Investment Advisors first reported a position in Palmer Square Capital BDC in Q1 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Palmer Square Capital BDC position peaked at $1.03M in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.