Legacy Capital Wealth Partners’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Legacy Capital Wealth Partners’s Portfolio SUNS Stock Details SUNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-78,121	Closed	-$1.1M	–	63
2021 Q4	$1.1M	Buy	78,121 +3,164	+4%	+$48K	0.45%	37
2021 Q3	$2.39M	Buy	+74,957	New	+$1.17M	0.94%	32
2021 Q2	–	Sell	-75,893	Closed	-$1.12M	–	85
2021 Q1	$1.12M	Buy	75,893 +467	+0.6%	+$7.01K	0.46%	35
2020 Q4	$1.1M	Buy	+75,426	New	+$1.05M	0.47%	32

Other funds holding SUNS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Legacy Capital Wealth Partners's SUNS Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q1 2022, closing a stake of 78,121 shares — an estimated $1.1M sold.

Legacy Capital Wealth Partners first reported a position in SUNS in Q4 2020 and held it in 4 quarters. The position peaked at $2.39M in Q3 2021. 35 funds tracked by Wall St. Rank hold SUNS as of Q1 2022.

Legacy Capital Wealth Partners reported no remaining SLR Senior Investment Corp. Common Stock position as of Q1 2022 after selling out during the quarter.
Legacy Capital Wealth Partners sold 78,121 SLR Senior Investment Corp. Common Stock shares in Q1 2022, an estimated $1.1M.
Legacy Capital Wealth Partners first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2020 and held it in 4 quarters.
Legacy Capital Wealth Partners's SLR Senior Investment Corp. Common Stock position peaked at $2.39M in Q3 2021.
35 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.