Sigma Planning Corp
SCM icon

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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Icon Wealth Advisors
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Gables Capital Management
Gables Capital Management Miami, Florida $267M AUM 34.53% 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.