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FSC Wealth Advisors’s Main Street Capital MAIN Stock Holding History

FSC Wealth Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$4.32K – 284
2023
Q4 		$4.32K Buy
+100
New +$4.08K ﹤0.01% 248

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FSC Wealth Advisors's MAIN Position: Q1 2024 in Review

FSC Wealth Advisors sold out of Main Street Capital (MAIN) in Q1 2024, closing a stake of 100 shares — an estimated $4.32K sold.

FSC Wealth Advisors first reported a position in MAIN in Q4 2023 and held it in 1 quarter. The position peaked at $4.32K in Q4 2023. 327 funds tracked by Wall St. Rank hold MAIN as of Q1 2024.

  • FSC Wealth Advisors reported no remaining Main Street Capital position as of Q1 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 100 Main Street Capital shares in Q1 2024, an estimated $4.32K.
  • FSC Wealth Advisors first reported a position in Main Street Capital in Q4 2023 and held it in 1 quarter.
  • FSC Wealth Advisors's Main Street Capital position peaked at $4.32K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.