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JBR Co Financial Management’s BlackRock TCP Capital TCPC Stock Holding History

JBR Co Financial Management’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,027
Closed -$99.7K – 105
2024
Q3 		$99.7K Hold
12,027
– – 0.07% 104
2024
Q2 		$130K Buy
+12,027
New +$127K 0.09% 102

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TCA
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JBR Co Financial Management's TCPC Position: Q4 2024 in Review

JBR Co Financial Management sold out of BlackRock TCP Capital (TCPC) in Q4 2024, closing a stake of 12,027 shares — an estimated $99.7K sold.

JBR Co Financial Management first reported a position in TCPC in Q2 2024 and held it in 2 quarters. The position peaked at $130K in Q2 2024. 150 funds tracked by Wall St. Rank hold TCPC as of Q4 2024.

  • JBR Co Financial Management reported no remaining BlackRock TCP Capital position as of Q4 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 12,027 BlackRock TCP Capital shares in Q4 2024, an estimated $99.7K.
  • JBR Co Financial Management first reported a position in BlackRock TCP Capital in Q2 2024 and held it in 2 quarters.
  • JBR Co Financial Management's BlackRock TCP Capital position peaked at $130K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2024.

Based on JBR Co Financial Management's 13F filing for Q4 2024, filed 4 Feb 2025.