Key Financial Inc’s Main Street Capital MAIN Stock Holding History

Key Financial Inc’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-106	Closed	-$5.01K	–	1365
2024 Q1	$5.01K	Hold	106	–	–	﹤0.01%	943
2023 Q4	$4.58K	Hold	106	–	–	﹤0.01%	959
2023 Q3	$4.3K	Hold	106	–	–	﹤0.01%	958
2023 Q2	$4.24K	Hold	106	–	–	﹤0.01%	988
2023 Q1	$4.18K	Hold	106	–	–	﹤0.01%	845
2022 Q4	$3.56K	Hold	106	–	–	﹤0.01%	852
2022 Q3	$4K	Buy	106 +1	+1%	+$41	﹤0.01%	836
2022 Q2	$4K	Buy	+105	New	+$4.11K	﹤0.01%	843

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Key Financial Inc's MAIN Position: Q2 2024 in Review

Key Financial Inc sold out of Main Street Capital (MAIN) in Q2 2024, closing a stake of 106 shares — an estimated $5.01K sold.

Key Financial Inc first reported a position in MAIN in Q2 2022 and held it in 8 quarters. The position peaked at $5.01K in Q1 2024. 339 funds tracked by Wall St. Rank hold MAIN as of Q2 2024.

Key Financial Inc reported no remaining Main Street Capital position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 106 Main Street Capital shares in Q2 2024, an estimated $5.01K.
Key Financial Inc first reported a position in Main Street Capital in Q2 2022 and held it in 8 quarters.
Key Financial Inc's Main Street Capital position peaked at $5.01K in Q1 2024.
339 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.