KFI
BKCC

Key Financial Inc’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Key Financial Inc’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$267 – 1329
2023
Q4 		$267 Hold
69
– – ﹤0.01% 1268
2023
Q3 		$256 Hold
69
– – ﹤0.01% 1293
2023
Q2 		$226 Hold
69
– – ﹤0.01% 1337
2023
Q1 		$238 Hold
69
– – ﹤0.01% 1127
2022
Q4 		$234 Hold
69
– – ﹤0.01% 1134
2022
Q3 		$0 Hold
69
– – ﹤0.01% 1191
2022
Q2 		$0 Hold
69
– – ﹤0.01% 1174
2022
Q1 		$0 Hold
69
– – ﹤0.01% 1119
2021
Q4 		$0 Hold
69
– – ﹤0.01% 1009
2021
Q3 		$0 Hold
69
– – ﹤0.01% 956
2021
Q2 		$0 Hold
69
– – ﹤0.01% 899
2021
Q1 		$0 Hold
69
– – ﹤0.01% 810
2020
Q4 		$0 Buy
+69
New +$185 ﹤0.01% 748

Other funds holding BKCC

SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Key Financial Inc's BKCC Position: Q1 2024 in Review

Key Financial Inc sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 69 shares — an estimated $267 sold.

Key Financial Inc first reported a position in BKCC in Q4 2020 and held it in 13 quarters. The position peaked at $267 in Q4 2023. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Key Financial Inc reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 69 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $267.
  • Key Financial Inc first reported a position in BlackRock Capital Investment Corporation in Q4 2020 and held it in 13 quarters.
  • Key Financial Inc's BlackRock Capital Investment Corporation position peaked at $267 in Q4 2023.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.