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SCM icon

Icon Wealth Partners’s Stellus Capital Investment Corp SCM Stock Holding History

Icon Wealth 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
Q3 		$907K Buy
+66,696
New +$956K 0.1% 125
2019
Q2 		– Sell
-3,000
Closed -$42K – 648
2019
Q1 		$42K Buy
+3,000
New +$42.6K 0.02% 387

Other funds holding SCM

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Icon Wealth Partners's SCM Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in Stellus Capital Investment Corp (SCM) in Q3 2023: 66,696 shares worth $907K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings. This is a return to the name: Icon Wealth Partners previously reported a position in SCM as recently as Q1 2019.

Icon Wealth Partners first reported a position in SCM in Q1 2019 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SCM as of Q3 2023.

  • Icon Wealth Partners held 66,696 shares of Stellus Capital Investment Corp worth $907K as of Q3 2023.
  • Stellus Capital Investment Corp was a new Icon Wealth Partners position in Q3 2023.
  • Stellus Capital Investment Corp made up 0.1% of Icon Wealth Partners's portfolio in Q3 2023, its #125 holding.
  • Icon Wealth Partners first reported a position in Stellus Capital Investment Corp in Q1 2019 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.