GSC
NCPL icon

Ground Swell Capital’s Netcapital NCPL Stock Holding History

Ground Swell Capital’s Portfolio NCPL Stock Details NCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-151
Closed -$11.6K – 102
2023
Q2 		$11.6K Buy
+151
New +$14.2K 0.03% 47

Other funds holding NCPL

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ground Swell Capital's NCPL Position: Q3 2023 in Review

Ground Swell Capital sold out of Netcapital (NCPL) in Q3 2023, closing a stake of 151 shares — an estimated $11.6K sold.

Ground Swell Capital first reported a position in NCPL in Q2 2023 and held it in 1 quarter. The position peaked at $11.6K in Q2 2023. 13 funds tracked by Wall St. Rank hold NCPL as of Q3 2023.

  • Ground Swell Capital reported no remaining Netcapital position as of Q3 2023 after selling out during the quarter.
  • Ground Swell Capital sold 151 Netcapital shares in Q3 2023, an estimated $11.6K.
  • Ground Swell Capital first reported a position in Netcapital in Q2 2023 and held it in 1 quarter.
  • Ground Swell Capital's Netcapital position peaked at $11.6K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Netcapital as of Q3 2023.

Based on Ground Swell Capital's 13F filing for Q3 2023, filed 13 Nov 2023.