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Smartleaf Asset Management’s Capital Southwest CSWC Stock Holding History

Smartleaf Asset Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$510 – 2940
2024
Q3 		$510 Buy
+20
New +$507 ﹤0.01% 2781

Other funds holding CSWC

VanEck Associates
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Smartleaf Asset Management's CSWC Position: Q4 2024 in Review

Smartleaf Asset Management sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 20 shares — an estimated $510 sold.

Smartleaf Asset Management first reported a position in CSWC in Q3 2024 and held it in 1 quarter. The position peaked at $510 in Q3 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • Smartleaf Asset Management reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 20 Capital Southwest shares in Q4 2024, an estimated $510.
  • Smartleaf Asset Management first reported a position in Capital Southwest in Q3 2024 and held it in 1 quarter.
  • Smartleaf Asset Management's Capital Southwest position peaked at $510 in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.