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Morton Brown Family Wealth’s BlackRock TCP Capital TCPC Stock Holding History

Morton Brown Family Wealth’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,812
Closed -$32.5K – 288
2023
Q4 		$32.5K Buy
+2,812
New +$31.9K 0.01% 126

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AM
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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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Morton Brown Family Wealth's TCPC Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of BlackRock TCP Capital (TCPC) in Q1 2024, closing a stake of 2,812 shares — an estimated $32.5K sold.

Morton Brown Family Wealth first reported a position in TCPC in Q4 2023 and held it in 1 quarter. The position peaked at $32.5K in Q4 2023. 147 funds tracked by Wall St. Rank hold TCPC as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining BlackRock TCP Capital position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2,812 BlackRock TCP Capital shares in Q1 2024, an estimated $32.5K.
  • Morton Brown Family Wealth first reported a position in BlackRock TCP Capital in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's BlackRock TCP Capital position peaked at $32.5K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.