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SFMG Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History

SFMG Wealth Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,087
Closed -$152K – 295
2023
Q4 		$152K Hold
10,087
– – 0.01% 251
2023
Q3 		$155K Hold
10,087
– – 0.02% 229
2023
Q2 		$144K Hold
10,087
– – 0.01% 237
2023
Q1 		$152K Buy
+10,087
New +$152K 0.02% 240
2022
Q4 		– Sell
-11,564
Closed -$148K – 277
2022
Q3 		$148K Hold
11,564
– – 0.02% 229
2022
Q2 		$169K Buy
+11,564
New +$186K 0.02% 245

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFMG Wealth Advisors's SLRC Position: Q1 2024 in Review

SFMG Wealth Advisors sold out of SLR Investment Corp (SLRC) in Q1 2024, closing a stake of 10,087 shares — an estimated $152K sold.

SFMG Wealth Advisors first reported a position in SLRC in Q2 2022 and held it in 6 quarters. The position peaked at $169K in Q2 2022. 117 funds tracked by Wall St. Rank hold SLRC as of Q1 2024.

  • SFMG Wealth Advisors reported no remaining SLR Investment Corp position as of Q1 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,087 SLR Investment Corp shares in Q1 2024, an estimated $152K.
  • SFMG Wealth Advisors first reported a position in SLR Investment Corp in Q2 2022 and held it in 6 quarters.
  • SFMG Wealth Advisors's SLR Investment Corp position peaked at $169K in Q2 2022.
  • 117 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2024.

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