LWANC
MAIN icon

Laurel Wealth Advisors (North Carolina)’s Main Street Capital MAIN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-196
Closed -$8K – 707
2021
Q2 		$8K Buy
196
+53
+37% +$2.2K ﹤0.01% 480
2021
Q1 		$6K Buy
143
+2
+1% +$70 ﹤0.01% 473
2020
Q4 		$5K Buy
+141
New +$4.33K ﹤0.01% 476
2020
Q3 		– Sell
-480
Closed -$15K – 542
2020
Q2 		$15K Hold
480
– – ﹤0.01% 332
2020
Q1 		$10K Hold
480
– – ﹤0.01% 363
2019
Q4 		$21K Hold
480
– – 0.01% 321
2019
Q3 		$21K Hold
480
– – 0.01% 317
2019
Q2 		$20K Hold
480
– – 0.01% 315
2019
Q1 		$18K Hold
480
– – 0.01% 318
2018
Q4 		$16K Buy
+480
New +$17.9K 0.01% 313

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return