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Cetera Advisors’s Capital Southwest CSWC Stock Holding History

Cetera Advisors’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 		$719K Buy
28,793
+16,149
+128% +$394K 0.01% 1354
2023
Q4 		$300K Buy
12,644
+1,592
+14% +$35.5K ﹤0.01% 1425
2023
Q3 		$253K Buy
+11,052
New +$239K ﹤0.01% 1413

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 Advisors's CSWC Position: Q1 2024 in Review

Cetera Advisors increased its Capital Southwest (CSWC) stake by 128% in Q1 2024, buying an estimated $394K and bringing the position to 28,793 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #1354.

Cetera Advisors first reported a position in CSWC in Q3 2023 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold CSWC as of Q1 2024.

  • Cetera Advisors held 28,793 shares of Capital Southwest worth $719K as of Q1 2024.
  • Cetera Advisors bought 16,149 Capital Southwest shares in Q1 2024, an estimated $394K.
  • Capital Southwest made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1354 holding.
  • Cetera Advisors first reported a position in Capital Southwest in Q3 2023 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2024.

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