RDWM
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Red Door Wealth Management’s Capital Southwest CSWC Stock Holding History

Red Door Wealth Management’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
2021
Q3 		– Sell
-182
Closed -$4K – 262
2021
Q2 		$4K Buy
+182
New +$4.51K ﹤0.01% 530

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ZIG
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PAIM
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First Manhattan
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $124B AUM 33.93% 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

Red Door Wealth Management's CSWC Position: Q3 2021 in Review

Red Door Wealth Management sold out of Capital Southwest (CSWC) in Q3 2021, closing a stake of 182 shares — an estimated $4K sold.

Red Door Wealth Management first reported a position in CSWC in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 83 funds tracked by Wall St. Rank hold CSWC as of Q3 2021.

  • Red Door Wealth Management reported no remaining Capital Southwest position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 182 Capital Southwest shares in Q3 2021, an estimated $4K.
  • Red Door Wealth Management first reported a position in Capital Southwest in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Capital Southwest position peaked at $4K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.