OPTFSNA
SCM icon

Old Point Trust & Financial Services N A’s Stellus Capital Investment Corp SCM Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$6.54K – 492
2024
Q1 		$6.54K Buy
+500
New +$6.51K ﹤0.01% 321

Other funds holding SCM

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 $124B AUM 33.93% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Old Point Trust & Financial Services N A's SCM Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Stellus Capital Investment Corp (SCM) in Q2 2024, closing a stake of 500 shares — an estimated $6.54K sold.

Old Point Trust & Financial Services N A first reported a position in SCM in Q1 2024 and held it in 1 quarter. The position peaked at $6.54K in Q1 2024. 52 funds tracked by Wall St. Rank hold SCM as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Stellus Capital Investment Corp position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 500 Stellus Capital Investment Corp shares in Q2 2024, an estimated $6.54K.
  • Old Point Trust & Financial Services N A first reported a position in Stellus Capital Investment Corp in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Stellus Capital Investment Corp position peaked at $6.54K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.