CWC
NMFC icon

Carolinas Wealth Consulting’s New Mountain Finance NMFC Stock Holding History

Carolinas Wealth Consulting’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,400
Closed -$30.6K – 1027
2023
Q3 		$29.7K Buy
+2,400
New +$30.6K 0.01% 380

Other funds holding NMFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carolinas Wealth Consulting's NMFC Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of New Mountain Finance (NMFC) in Q4 2023, closing a stake of 2,400 shares — an estimated $30.6K sold.

Carolinas Wealth Consulting first reported a position in NMFC in Q3 2023 and held it in 1 quarter. The position peaked at $29.7K in Q3 2023. 167 funds tracked by Wall St. Rank hold NMFC as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining New Mountain Finance position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,400 New Mountain Finance shares in Q4 2023, an estimated $30.6K.
  • Carolinas Wealth Consulting first reported a position in New Mountain Finance in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's New Mountain Finance position peaked at $29.7K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.