EW
BKCC

Evoke Wealth’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Evoke Wealth’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-47,000
Closed -$187K – 404
2023
Q4 		$187K Hold
47,000
– – 0.3% 76
2023
Q3 		$179K Hold
47,000
– – 0.01% 358
2023
Q2 		$159K Hold
47,000
– – 0.01% 350
2023
Q1 		$167K Hold
47,000
– – 0.01% 335
2022
Q4 		$175K Hold
47,000
– – 0.01% 339
2022
Q3 		$164K Hold
47,000
– – 0.01% 354
2022
Q2 		$177K Hold
47,000
– – 0.01% 329
2022
Q1 		$203K Hold
47,000
– – 0.01% 351
2021
Q4 		$193K Hold
47,000
– – 0.01% 369
2021
Q3 		$180K Buy
+47,000
New +$188K 0.01% 352

Other funds holding BKCC

SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Evoke Wealth's BKCC Position: Q1 2024 in Review

Evoke Wealth sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 47,000 shares — an estimated $187K sold.

Evoke Wealth first reported a position in BKCC in Q3 2021 and held it in 10 quarters. The position peaked at $203K in Q1 2022. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Evoke Wealth reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Evoke Wealth sold 47,000 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $187K.
  • Evoke Wealth first reported a position in BlackRock Capital Investment Corporation in Q3 2021 and held it in 10 quarters.
  • Evoke Wealth's BlackRock Capital Investment Corporation position peaked at $203K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Evoke Wealth's 13F filing for Q1 2024, filed 15 May 2024.