Sigma Planning Corp’s Stellus Capital Investment Corp SCM Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-36,473	Closed	-$469K	–	1246
2023 Q4	$469K	Sell	36,473 -5,021	-12%	-$64.8K	0.04%	474
2023 Q3	$564K	Buy	41,494 +12,066	+41%	+$173K	0.02%	657
2023 Q2	$414K	Buy	29,428 +5,006	+20%	+$71K	0.01%	811
2023 Q1	$344K	Buy	+24,422	New	+$352K	0.01%	952

Other funds holding SCM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Sigma Planning Corp's SCM Position: Q1 2024 in Review

Sigma Planning Corp sold out of Stellus Capital Investment Corp (SCM) in Q1 2024, closing a stake of 36,473 shares — an estimated $469K sold.

Sigma Planning Corp first reported a position in SCM in Q1 2023 and held it in 4 quarters. The position peaked at $564K in Q3 2023. 53 funds tracked by Wall St. Rank hold SCM as of Q1 2024.

Sigma Planning Corp reported no remaining Stellus Capital Investment Corp position as of Q1 2024 after selling out during the quarter.
Sigma Planning Corp sold 36,473 Stellus Capital Investment Corp shares in Q1 2024, an estimated $469K.
Sigma Planning Corp first reported a position in Stellus Capital Investment Corp in Q1 2023 and held it in 4 quarters.
Sigma Planning Corp's Stellus Capital Investment Corp position peaked at $564K in Q3 2023.
53 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2024.

Based on Sigma Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.