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

Evolution 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
2021
Q4 		– Sell
-1,650
Closed -$22K – 571
2021
Q3 		$22K Buy
+1,650
New +$23.2K ﹤0.01% 305

Other funds holding TCPC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evolution Wealth Advisors's TCPC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of BlackRock TCP Capital (TCPC) in Q4 2021, closing a stake of 1,650 shares — an estimated $22K sold.

Evolution Wealth Advisors first reported a position in TCPC in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 110 funds tracked by Wall St. Rank hold TCPC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining BlackRock TCP Capital position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,650 BlackRock TCP Capital shares in Q4 2021, an estimated $22K.
  • Evolution Wealth Advisors first reported a position in BlackRock TCP Capital in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's BlackRock TCP Capital position peaked at $22K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.