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Core Wealth Advisors (Florida)’s Main Street Capital MAIN Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-400
Closed -$13K – 192
2020
Q4 		$13K Buy
+400
New +$12.3K 0.01% 107

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MAIN Position: Q1 2021 in Review

Core Wealth Advisors (Florida) sold out of Main Street Capital (MAIN) in Q1 2021, closing a stake of 400 shares — an estimated $13K sold.

Core Wealth Advisors (Florida) first reported a position in MAIN in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 230 funds tracked by Wall St. Rank hold MAIN as of Q1 2021.

  • Core Wealth Advisors (Florida) reported no remaining Main Street Capital position as of Q1 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 400 Main Street Capital shares in Q1 2021, an estimated $13K.
  • Core Wealth Advisors (Florida) first reported a position in Main Street Capital in Q4 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Main Street Capital position peaked at $13K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2021, filed 4 May 2021.