Global Wealth Management Investment Advisory’s Main Street Capital MAIN Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q2	–	Sell	-56	Closed	-$2K	–	473
2021 Q1	$2K	Hold	56	–	–	﹤0.01%	413
2020 Q4	$2K	Hold	56	–	–	﹤0.01%	398
2020 Q3	$2K	Hold	56	–	–	﹤0.01%	389
2020 Q2	$2K	Hold	56	–	–	﹤0.01%	520
2020 Q1	$1K	Hold	56	–	–	﹤0.01%	553
2019 Q4	$2K	Hold	56	–	–	﹤0.01%	519
2019 Q3	$2K	Buy	+56	New	+$2.39K	﹤0.01%	525

Other funds holding MAIN

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Global Wealth Management Investment Advisory's MAIN Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of Main Street Capital (MAIN) in Q2 2021, closing a stake of 56 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in MAIN in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 228 funds tracked by Wall St. Rank hold MAIN as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining Main Street Capital position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 56 Main Street Capital shares in Q2 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Main Street Capital in Q3 2019 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Main Street Capital position peaked at $2K in Q1 2021.
228 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.