LCWP
SUNS

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
JP Morgan Chase New York $1.47T AUM 27.86% 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 $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return