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Financial Synergies Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-20
Closed -$500 – 149
2024
Q1 		$500 Hold
20
– – ﹤0.01% 455
2023
Q4 		$342 Hold
20
– – ﹤0.01% 408
2023
Q3 		$458 Hold
20
– – ﹤0.01% 448
2023
Q2 		$395 Hold
20
– – ﹤0.01% 453
2023
Q1 		$356 Hold
20
– – ﹤0.01% 452
2022
Q4 		$342 Hold
20
– – ﹤0.01% 408
2022
Q3 		$339 Hold
20
– – ﹤0.01% 403
2022
Q2 		$369 Buy
+20
New +$440 ﹤0.01% 406

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's CSWC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Capital Southwest (CSWC) in Q2 2024, closing a stake of 20 shares — an estimated $500 sold.

Financial Synergies Wealth Advisors first reported a position in CSWC in Q2 2022 and held it in 8 quarters. The position peaked at $500 in Q1 2024. 145 funds tracked by Wall St. Rank hold CSWC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Capital Southwest position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 20 Capital Southwest shares in Q2 2024, an estimated $500.
  • Financial Synergies Wealth Advisors first reported a position in Capital Southwest in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Capital Southwest position peaked at $500 in Q1 2024.
  • 145 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.