SFA
BCIC

Sequoia Financial Advisors’s BCP Investment Corp BCIC Stock Holding History

Sequoia Financial Advisors’s Portfolio BCIC Stock Details BCIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,511
Closed -$251K – 1405
2024
Q3 		$251K Buy
+13,511
New +$257K ﹤0.01% 1056

Other funds holding BCIC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return

Sequoia Financial Advisors's BCIC Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of BCP Investment Corp (BCIC) in Q4 2024, closing a stake of 13,511 shares — an estimated $251K sold.

Sequoia Financial Advisors first reported a position in BCIC in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 41 funds tracked by Wall St. Rank hold BCIC as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining BCP Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,511 BCP Investment Corp shares in Q4 2024, an estimated $251K.
  • Sequoia Financial Advisors first reported a position in BCP Investment Corp in Q3 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's BCP Investment Corp position peaked at $251K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held BCP Investment Corp as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.