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Cetera Advisor Networks’s Capital Southwest CSWC Stock Holding History

Cetera Advisor Networks’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$335K Buy
+13,419
New +$327K ﹤0.01% 2207
2020
Q3 		– Sell
-739
Closed -$10K – 1576
2020
Q2 		$10K Buy
+739
New +$9.55K ﹤0.01% 2711

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Advisor Networks's CSWC Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Capital Southwest (CSWC) in Q1 2024: 13,419 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #2207 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in CSWC as recently as Q2 2020.

Cetera Advisor Networks first reported a position in CSWC in Q2 2020 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold CSWC as of Q1 2024.

  • Cetera Advisor Networks held 13,419 shares of Capital Southwest worth $335K as of Q1 2024.
  • Capital Southwest was a new Cetera Advisor Networks position in Q1 2024.
  • Capital Southwest made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2207 holding.
  • Cetera Advisor Networks first reported a position in Capital Southwest in Q2 2020 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.