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Spire Wealth Management’s SLR Investment Corp SLRC Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-200
Closed -$4K – 2836
2021
Q4 		$4K Hold
200
– – ﹤0.01% 2648
2021
Q3 		$4K Hold
200
– – ﹤0.01% 2354
2021
Q2 		$4K Hold
200
– – ﹤0.01% 2378
2021
Q1 		$4K Buy
+200
New +$3.67K ﹤0.01% 2709

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Spire Wealth Management's SLRC Position: Q1 2022 in Review

Spire Wealth Management sold out of SLR Investment Corp (SLRC) in Q1 2022, closing a stake of 200 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in SLRC in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 111 funds tracked by Wall St. Rank hold SLRC as of Q1 2022.

  • Spire Wealth Management reported no remaining SLR Investment Corp position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 SLR Investment Corp shares in Q1 2022, an estimated $4K.
  • Spire Wealth Management first reported a position in SLR Investment Corp in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's SLR Investment Corp position peaked at $4K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.