EP Wealth Advisors’s BlackRock TCP Capital TCPC Stock Holding History

EP Wealth Advisors’s Portfolio TCPC Stock Details TCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-63,488	Closed	-$526K	–	1319
2024 Q3	$526K	Buy	+63,488	New	+$610K	﹤0.01%	675

Other funds holding TCPC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EP Wealth Advisors's TCPC Position: Q4 2024 in Review

EP Wealth Advisors sold out of BlackRock TCP Capital (TCPC) in Q4 2024, closing a stake of 63,488 shares — an estimated $526K sold.

EP Wealth Advisors first reported a position in TCPC in Q3 2024 and held it in 1 quarter. The position peaked at $526K in Q3 2024. 150 funds tracked by Wall St. Rank hold TCPC as of Q4 2024.

EP Wealth Advisors reported no remaining BlackRock TCP Capital position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 63,488 BlackRock TCP Capital shares in Q4 2024, an estimated $526K.
EP Wealth Advisors first reported a position in BlackRock TCP Capital in Q3 2024 and held it in 1 quarter.
EP Wealth Advisors's BlackRock TCP Capital position peaked at $526K in Q3 2024.
150 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.