Impact Partnership Wealth
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Impact Partnership Wealth’s Investcorp Credit Management BDC ICMB Stock Holding History

Impact Partnership Wealth’s Portfolio ICMB Stock Details ICMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-172
Closed -$611 – 781
2023
Q4 		$611 Buy
+172
New +$616 ﹤0.01% 786

Other funds holding ICMB

Cyrus Capital Partners
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Investcorp Credit Management BDC (ICMB) in Q1 2024, closing a stake of 172 shares — an estimated $611 sold.

Impact Partnership Wealth first reported a position in ICMB in Q4 2023 and held it in 1 quarter. The position peaked at $611 in Q4 2023. 13 funds tracked by Wall St. Rank hold ICMB as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Investcorp Credit Management BDC position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 172 Investcorp Credit Management BDC shares in Q1 2024, an estimated $611.
  • Impact Partnership Wealth first reported a position in Investcorp Credit Management BDC in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Investcorp Credit Management BDC position peaked at $611 in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q1 2024.

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