Lake Point Wealth Management’s Capital Southwest CSWC Stock Holding History

Lake Point Wealth Management’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$3K	–	447
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	276
2021 Q2	$2K	Buy	+100	New	+$2.48K	﹤0.01%	327
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	307
2019 Q4	$2K	Buy	+100	New	+$2.16K	﹤0.01%	476
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	525
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	524
2018 Q4	$2K	Buy	+100	New	+$1.93K	﹤0.01%	667

Other funds holding CSWC

SMH

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

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lake Point Wealth Management's CSWC Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Capital Southwest (CSWC) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in CSWC in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 91 funds tracked by Wall St. Rank hold CSWC as of Q4 2021.

Lake Point Wealth Management reported no remaining Capital Southwest position as of Q4 2021 after selling out during the quarter.
Lake Point Wealth Management sold 100 Capital Southwest shares in Q4 2021, an estimated $3K.
Lake Point Wealth Management first reported a position in Capital Southwest in Q4 2018 and held it in 7 quarters.
Lake Point Wealth Management's Capital Southwest position peaked at $3K in Q3 2021.
91 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.