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Founders Capital Management (Texas)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Founders Capital Management (Texas)’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,749
Closed -$73K – 417
2022
Q2 		$73K Buy
+1,749
New +$76K 0.06% 103

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Royal Bank of Canada
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Osaic Holdings
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SCM
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Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Founders Capital Management (Texas)'s SRLN Position: Q3 2022 in Review

Founders Capital Management (Texas) sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 1,749 shares — an estimated $73K sold.

Founders Capital Management (Texas) first reported a position in SRLN in Q2 2022 and held it in 1 quarter. The position peaked at $73K in Q2 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

  • Founders Capital Management (Texas) reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 1,749 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $73K.
  • Founders Capital Management (Texas) first reported a position in State Street Blackstone Senior Loan ETF in Q2 2022 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s State Street Blackstone Senior Loan ETF position peaked at $73K in Q2 2022.
  • 518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2022, filed 6 Oct 2022.