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Darwin Wealth Management’s Capital Southwest CSWC Stock Holding History

Darwin Wealth Management’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
Q4 		– Sell
-400
Closed -$10.1K – 650
2024
Q3 		$10.1K Buy
+400
New +$10.1K ﹤0.01% 387

Other funds holding CSWC

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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Darwin Wealth Management's CSWC Position: Q4 2024 in Review

Darwin Wealth Management sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 400 shares — an estimated $10.1K sold.

Darwin Wealth Management first reported a position in CSWC in Q3 2024 and held it in 1 quarter. The position peaked at $10.1K in Q3 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • Darwin Wealth Management reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • Darwin Wealth Management sold 400 Capital Southwest shares in Q4 2024, an estimated $10.1K.
  • Darwin Wealth Management first reported a position in Capital Southwest in Q3 2024 and held it in 1 quarter.
  • Darwin Wealth Management's Capital Southwest position peaked at $10.1K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.