SWM
MRCC

Spire Wealth Management’s Monroe Capital Corp MRCC Stock Holding History

Spire Wealth Management’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-19,000
Closed -$197K – 2977
2021
Q3 		$197K Buy
+19,000
New +$205K 0.01% 934

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C
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Envestnet Asset Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Spire Wealth Management's MRCC Position: Q4 2021 in Review

Spire Wealth Management sold out of Monroe Capital Corp (MRCC) in Q4 2021, closing a stake of 19,000 shares — an estimated $197K sold.

Spire Wealth Management first reported a position in MRCC in Q3 2021 and held it in 1 quarter. The position peaked at $197K in Q3 2021. 71 funds tracked by Wall St. Rank hold MRCC as of Q4 2021.

  • Spire Wealth Management reported no remaining Monroe Capital Corp position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 19,000 Monroe Capital Corp shares in Q4 2021, an estimated $197K.
  • Spire Wealth Management first reported a position in Monroe Capital Corp in Q3 2021 and held it in 1 quarter.
  • Spire Wealth Management's Monroe Capital Corp position peaked at $197K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.