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IFP Advisors’s SLR Investment Corp SLRC Stock Holding History

IFP Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-84
Closed -$1.2K – 3523
2023
Q2 		$1.2K Buy
+84
New +$1.2K ﹤0.01% 3034
2023
Q1 		– Sell
-1,200
Closed -$26K – 4289
2022
Q4 		$26K Sell
1,200
-4,485
-79% -$62.3K ﹤0.01% 2696
2022
Q3 		$123K Hold
5,685
– – ﹤0.01% 1711
2022
Q2 		$123K Hold
5,685
– – ﹤0.01% 1559
2022
Q1 		$123K Buy
+5,685
New +$104K ﹤0.01% 1559
2019
Q1 		– Sell
-935
Closed -$18K – 3280
2018
Q4 		$18K Sell
935
-291
-24% -$6K ﹤0.01% 2199
2018
Q3 		$26K Buy
1,226
+61
+5% +$1.31K ﹤0.01% 2322
2018
Q2 		$24K Buy
1,165
+21
+2% +$440 ﹤0.01% 2364
2018
Q1 		$23K Hold
1,144
– – ﹤0.01% 2304
2017
Q4 		$23K Buy
1,144
+10
+0.9% +$213 ﹤0.01% 2335
2017
Q3 		$25K Buy
1,134
+10
+0.9% +$215 ﹤0.01% 2460
2017
Q2 		$25K Buy
1,124
+9
+0.8% +$198 ﹤0.01% 2453
2017
Q1 		$25K Buy
1,115
+9
+0.8% +$196 ﹤0.01% 2359
2016
Q4 		$23K Buy
1,106
+10
+0.9% +$204 ﹤0.01% 2356
2016
Q3 		$22K Buy
1,096
+10
+0.9% +$201 ﹤0.01% 2353
2016
Q2 		$21K Buy
+1,086
New +$19.7K ﹤0.01% 2318
2016
Q1 		– Sell
-1,049
Closed -$17K – 3289
2015
Q4 		$17K Buy
+1,049
New +$18.1K ﹤0.01% 2268

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return

IFP Advisors's SLRC Position: Q3 2023 in Review

IFP Advisors sold out of SLR Investment Corp (SLRC) in Q3 2023, closing a stake of 84 shares — an estimated $1.2K sold.

IFP Advisors first reported a position in SLRC in Q4 2015 and held it in 17 quarters. The position peaked at $123K in Q3 2022. 99 funds tracked by Wall St. Rank hold SLRC as of Q3 2023.

  • IFP Advisors reported no remaining SLR Investment Corp position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 84 SLR Investment Corp shares in Q3 2023, an estimated $1.2K.
  • IFP Advisors first reported a position in SLR Investment Corp in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's SLR Investment Corp position peaked at $123K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held SLR Investment Corp as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.