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Good Life Advisors’s Capital Southwest CSWC Stock Holding History

Good Life 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
Q4 		– Sell
-14,400
Closed -$364K – 512
2024
Q3 		$364K Buy
+14,400
New +$365K 0.02% 421
2024
Q2 		– Sell
-10,557
Closed -$263K – 468
2024
Q1 		$263K Sell
10,557
-726
-6% -$17.7K 0.02% 373
2023
Q4 		$267K Sell
11,283
-1,130
-9% -$25.2K 0.03% 351
2023
Q3 		$284K Buy
12,413
+138
+1% +$2.99K 0.03% 322
2023
Q2 		$242K Sell
12,275
-902
-7% -$16.6K 0.03% 341
2023
Q1 		$234K Buy
13,177
+274
+2% +$5.04K 0.03% 336
2022
Q4 		$221K Buy
12,903
+545
+4% +$9.74K 0.03% 312
2022
Q3 		$209K Sell
12,358
-289
-2% -$5.57K 0.03% 310
2022
Q2 		$233K Sell
12,647
-200
-2% -$4.4K 0.03% 298
2022
Q1 		$305K Buy
+12,847
New +$315K 0.04% 282

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Good Life Advisors's CSWC Position: Q4 2024 in Review

Good Life Advisors sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 14,400 shares — an estimated $364K sold.

Good Life Advisors first reported a position in CSWC in Q1 2022 and held it in 10 quarters. The position peaked at $364K in Q3 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • Good Life Advisors reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 14,400 Capital Southwest shares in Q4 2024, an estimated $364K.
  • Good Life Advisors first reported a position in Capital Southwest in Q1 2022 and held it in 10 quarters.
  • Good Life Advisors's Capital Southwest position peaked at $364K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.