CAPTRUST Financial Advisors
SCM

CAPTRUST Financial Advisors’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-3,541
Closed -$195K – 4703
2022
Q2 		$195K Buy
3,541
+191
+6% +$10.5K ﹤0.01% 1709
2022
Q1 		$203K Buy
3,350
+1,086
+48% +$65.8K ﹤0.01% 1715
2021
Q4 		$128K Buy
2,264
+1,954
+630% +$110K ﹤0.01% 1965
2021
Q3 		$18K Hold
310
– – ﹤0.01% 3255
2021
Q2 		$18K Buy
310
+15
+5% +$871 ﹤0.01% 3196
2021
Q1 		$16K Buy
295
+125
+74% +$6.78K ﹤0.01% 3171
2020
Q4 		$9K Hold
170
– – ﹤0.01% 2641
2020
Q3 		$9K Buy
+170
New +$9K ﹤0.01% 2342

Other funds holding SCM

BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return