Gradient Investments’s BlackRock TCP Capital TCPC Stock Holding History

Gradient Investments’s Portfolio TCPC Stock Details TCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,000	Closed	-$25.9K	–	1634
2022 Q4	$25.9K	Hold	2,000	–	–	﹤0.01%	639
2022 Q3	$22K	Hold	2,000	–	–	﹤0.01%	655
2022 Q2	$25K	Hold	2,000	–	–	﹤0.01%	605
2022 Q1	$29K	Hold	2,000	–	–	﹤0.01%	577
2021 Q4	$27K	Hold	2,000	–	–	﹤0.01%	607
2021 Q3	$27K	Hold	2,000	–	–	﹤0.01%	595
2021 Q2	$28K	Hold	2,000	–	–	﹤0.01%	579
2021 Q1	$28K	Hold	2,000	–	–	﹤0.01%	572
2020 Q4	$20K	Hold	2,000	–	–	﹤0.01%	577
2020 Q3	$20K	Hold	2,000	–	–	﹤0.01%	580
2020 Q2	$18K	Hold	2,000	–	–	﹤0.01%	548
2020 Q1	$13K	Buy	+2,000	New	+$24.8K	﹤0.01%	603

Other funds holding TCPC

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Gradient Investments's TCPC Position: Q1 2023 in Review

Gradient Investments sold out of BlackRock TCP Capital (TCPC) in Q1 2023, closing a stake of 2,000 shares — an estimated $25.9K sold.

Gradient Investments first reported a position in TCPC in Q1 2020 and held it in 12 quarters. The position peaked at $29K in Q1 2022. 117 funds tracked by Wall St. Rank hold TCPC as of Q1 2023.

Gradient Investments reported no remaining BlackRock TCP Capital position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 2,000 BlackRock TCP Capital shares in Q1 2023, an estimated $25.9K.
Gradient Investments first reported a position in BlackRock TCP Capital in Q1 2020 and held it in 12 quarters.
Gradient Investments's BlackRock TCP Capital position peaked at $29K in Q1 2022.
117 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.