Evoke Wealth’s BlackRock TCP Capital TCPC Stock Holding History

Evoke Wealth’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
2025 Q1	–	Sell	-18,019	Closed	-$157K	–	466
2024 Q4	$157K	Hold	18,019	–	–	﹤0.01%	416
2024 Q3	$149K	Hold	18,019	–	–	﹤0.01%	404
2024 Q2	$195K	Hold	18,019	–	–	0.23%	86
2024 Q1	$188K	Buy	+18,019	New	+$199K	0.01%	387

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Evoke Wealth's TCPC Position: Q1 2025 in Review

Evoke Wealth sold out of BlackRock TCP Capital (TCPC) in Q1 2025, closing a stake of 18,019 shares — an estimated $157K sold.

Evoke Wealth first reported a position in TCPC in Q1 2024 and held it in 4 quarters. The position peaked at $195K in Q2 2024. 143 funds tracked by Wall St. Rank hold TCPC as of Q1 2025.

Evoke Wealth reported no remaining BlackRock TCP Capital position as of Q1 2025 after selling out during the quarter.
Evoke Wealth sold 18,019 BlackRock TCP Capital shares in Q1 2025, an estimated $157K.
Evoke Wealth first reported a position in BlackRock TCP Capital in Q1 2024 and held it in 4 quarters.
Evoke Wealth's BlackRock TCP Capital position peaked at $195K in Q2 2024.
143 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2025.

Based on Evoke Wealth's 13F filing for Q1 2025, filed 13 May 2025.