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My Personal CFO LLC’s Capital Southwest CSWC Stock Holding History

My Personal CFO LLC’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-800
Closed -$13.7K – 234
2022
Q4 		$13.7K Buy
+800
New +$14.3K 0.01% 230

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

My Personal CFO LLC's CSWC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Capital Southwest (CSWC) in Q1 2023, closing a stake of 800 shares — an estimated $13.7K sold.

My Personal CFO LLC first reported a position in CSWC in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 101 funds tracked by Wall St. Rank hold CSWC as of Q1 2023.

  • My Personal CFO LLC reported no remaining Capital Southwest position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 800 Capital Southwest shares in Q1 2023, an estimated $13.7K.
  • My Personal CFO LLC first reported a position in Capital Southwest in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Capital Southwest position peaked at $13.7K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.