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Kingswood Wealth Advisors’s Bain Capital Specialty BCSF Stock Holding History

Kingswood Wealth Advisors’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,621
Closed -$238K – 669
2024
Q2 		$238K Buy
14,621
+1,242
+9% +$20.2K 0.02% 587
2024
Q1 		$210K Sell
13,379
-114
-0.8% -$1.76K 0.02% 570
2023
Q4 		$203K Buy
+13,493
New +$205K 0.02% 576

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kingswood Wealth Advisors's BCSF Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Bain Capital Specialty (BCSF) in Q3 2024, closing a stake of 14,621 shares — an estimated $238K sold.

Kingswood Wealth Advisors first reported a position in BCSF in Q4 2023 and held it in 3 quarters. The position peaked at $238K in Q2 2024. 133 funds tracked by Wall St. Rank hold BCSF as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Bain Capital Specialty position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,621 Bain Capital Specialty shares in Q3 2024, an estimated $238K.
  • Kingswood Wealth Advisors first reported a position in Bain Capital Specialty in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Bain Capital Specialty position peaked at $238K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.