MinichMacGregor Wealth Management
GECC icon

MinichMacGregor Wealth Management’s Great Elm Capital Corp GECC Stock Holding History

MinichMacGregor Wealth Management’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$414 – 298
2022
Q4 		$414 Buy
+50
New +$479 ﹤0.01% 676

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AGC
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Osaic Holdings
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CL
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MinichMacGregor Wealth Management's GECC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Great Elm Capital Corp (GECC) in Q1 2023, closing a stake of 50 shares — an estimated $414 sold.

MinichMacGregor Wealth Management first reported a position in GECC in Q4 2022 and held it in 1 quarter. The position peaked at $414 in Q4 2022. 10 funds tracked by Wall St. Rank hold GECC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Great Elm Capital Corp position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 50 Great Elm Capital Corp shares in Q1 2023, an estimated $414.
  • MinichMacGregor Wealth Management first reported a position in Great Elm Capital Corp in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Great Elm Capital Corp position peaked at $414 in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.