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Marietta Wealth Management’s Main Street Capital MAIN Stock Holding History

Marietta Wealth Management’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
2024
Q3 		– Sell
-11,500
Closed -$581K – 112
2024
Q2 		$581K Buy
+11,500
New +$561K 0.09% 91

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Marietta Wealth Management's MAIN Position: Q3 2024 in Review

Marietta Wealth Management sold out of Main Street Capital (MAIN) in Q3 2024, closing a stake of 11,500 shares — an estimated $581K sold.

Marietta Wealth Management first reported a position in MAIN in Q2 2024 and held it in 1 quarter. The position peaked at $581K in Q2 2024. 354 funds tracked by Wall St. Rank hold MAIN as of Q3 2024.

  • Marietta Wealth Management reported no remaining Main Street Capital position as of Q3 2024 after selling out during the quarter.
  • Marietta Wealth Management sold 11,500 Main Street Capital shares in Q3 2024, an estimated $581K.
  • Marietta Wealth Management first reported a position in Main Street Capital in Q2 2024 and held it in 1 quarter.
  • Marietta Wealth Management's Main Street Capital position peaked at $581K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2024.

Based on Marietta Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.