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Global Retirement Partners’s Stellus Capital Investment Corp SCM Stock Holding History

Global Retirement Partners’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$6.5K – 3465
2023
Q3 		$6.5K Hold
500
– – ﹤0.01% 2102
2023
Q2 		$7.04K Hold
500
– – ﹤0.01% 2086
2023
Q1 		$7.13K Hold
500
– – ﹤0.01% 2047
2022
Q4 		$6.63K Buy
+500
New +$6.6K ﹤0.01% 1926

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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return

Global Retirement Partners's SCM Position: Q4 2023 in Review

Global Retirement Partners sold out of Stellus Capital Investment Corp (SCM) in Q4 2023, closing a stake of 500 shares — an estimated $6.5K sold.

Global Retirement Partners first reported a position in SCM in Q4 2022 and held it in 4 quarters. The position peaked at $7.13K in Q1 2023. 59 funds tracked by Wall St. Rank hold SCM as of Q4 2023.

  • Global Retirement Partners reported no remaining Stellus Capital Investment Corp position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 500 Stellus Capital Investment Corp shares in Q4 2023, an estimated $6.5K.
  • Global Retirement Partners first reported a position in Stellus Capital Investment Corp in Q4 2022 and held it in 4 quarters.
  • Global Retirement Partners's Stellus Capital Investment Corp position peaked at $7.13K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.