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DecisionPoint Financial’s Capital Southwest CSWC Stock Holding History

DecisionPoint Financial’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
2023
Q4 		– Sell
-375
Closed -$8.59K – 222
2023
Q3 		$8.59K Buy
+375
New +$8.12K ﹤0.01% 133

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DecisionPoint Financial's CSWC Position: Q4 2023 in Review

DecisionPoint Financial sold out of Capital Southwest (CSWC) in Q4 2023, closing a stake of 375 shares — an estimated $8.59K sold.

DecisionPoint Financial first reported a position in CSWC in Q3 2023 and held it in 1 quarter. The position peaked at $8.59K in Q3 2023. 136 funds tracked by Wall St. Rank hold CSWC as of Q4 2023.

  • DecisionPoint Financial reported no remaining Capital Southwest position as of Q4 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 375 Capital Southwest shares in Q4 2023, an estimated $8.59K.
  • DecisionPoint Financial first reported a position in Capital Southwest in Q3 2023 and held it in 1 quarter.
  • DecisionPoint Financial's Capital Southwest position peaked at $8.59K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.