Impact Partnership Wealth
GECC icon

Impact Partnership Wealth’s Great Elm Capital Corp GECC Stock Holding History

Impact Partnership Wealth’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-191
Closed -$2.03K – 771
2023
Q4 		$2.03K Buy
+191
New +$1.88K ﹤0.01% 691

Other funds holding GECC

Northern Right Capital Management
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cruiser Capital Advisors
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Cove Street Capital
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impact Partnership Wealth's GECC Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Great Elm Capital Corp (GECC) in Q1 2024, closing a stake of 191 shares — an estimated $2.03K sold.

Impact Partnership Wealth first reported a position in GECC in Q4 2023 and held it in 1 quarter. The position peaked at $2.03K in Q4 2023. 16 funds tracked by Wall St. Rank hold GECC as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Great Elm Capital Corp position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 191 Great Elm Capital Corp shares in Q1 2024, an estimated $2.03K.
  • Impact Partnership Wealth first reported a position in Great Elm Capital Corp in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Great Elm Capital Corp position peaked at $2.03K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.