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Prime Capital Investment Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Prime Capital Investment Advisors’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
Q4 		– Sell
-16,278
Closed -$223K – 964
2024
Q3 		$223K Buy
+16,278
New +$226K ﹤0.01% 828

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prime Capital Investment Advisors's SCM Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of Stellus Capital Investment Corp (SCM) in Q4 2024, closing a stake of 16,278 shares — an estimated $223K sold.

Prime Capital Investment Advisors first reported a position in SCM in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 58 funds tracked by Wall St. Rank hold SCM as of Q4 2024.

  • Prime Capital Investment Advisors reported no remaining Stellus Capital Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 16,278 Stellus Capital Investment Corp shares in Q4 2024, an estimated $223K.
  • Prime Capital Investment Advisors first reported a position in Stellus Capital Investment Corp in Q3 2024 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Stellus Capital Investment Corp position peaked at $223K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.