Sanctuary Wealth Management’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-61,087
Closed -$236K 304
2023
Q4
$236K Hold
61,087
0.23% 32
2023
Q3
$227K Hold
61,087
0.25% 33
2023
Q2
$200K Buy
+61,087
New +$200K 0.21% 35
2022
Q4
$221K Sell
61,087
-2,831
-4% -$10.4K 0.26% 28
2022
Q3
$217K Hold
63,918
0.28% 28
2022
Q2
$235K Hold
63,918
0.29% 27
2022
Q1
$269K Sell
63,918
-6,189
-9% -$25.5K 0.3% 29
2021
Q4
$280K Sell
70,107
-6,944
-9% -$29K 0.3% 29
2021
Q3
$297K Sell
77,051
-6,172
-7% -$24.7K 0.33% 24
2021
Q2
$327K Buy
83,223
+1,118
+1% +$4.41K 0.39% 28
2021
Q1
$275K Hold
82,105
0.35% 24
2020
Q4
$221K Sell
82,105
-82,983
-50% -$223K 0.27% 32
2020
Q3
$403K Buy
165,088
+8,828
+6% +$23.3K 0.39% 21
2020
Q2
$417K Buy
156,260
+44,947
+40% +$120K 0.44% 20
2020
Q1
$245K Buy
111,313
+96,425
+648% +$417K 0.32% 17
2019
Q4
$74K Buy
+14,888
New +$73.1K 0.08% 26

Other funds holding BKCC

Sanctuary Wealth Management's BKCC Position: Q1 2024 in Review

Sanctuary Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 61,087 shares — an estimated $236K sold.

Sanctuary Wealth Management first reported a position in BKCC in Q4 2019 and held it in 16 quarters. The position peaked at $417K in Q2 2020. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Sanctuary Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 61,087 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $236K.
  • Sanctuary Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q4 2019 and held it in 16 quarters.
  • Sanctuary Wealth Management's BlackRock Capital Investment Corporation position peaked at $417K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Sanctuary Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.