SWM
BCIC

Sugarloaf Wealth Management’s BCP Investment Corp BCIC Stock Holding History

Sugarloaf Wealth Management’s Portfolio BCIC Stock Details BCIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$95 – 680
2024
Q1 		$95 Buy
+5
New +$93 ﹤0.01% 665

Other funds holding BCIC

RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sugarloaf Wealth Management's BCIC Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of BCP Investment Corp (BCIC) in Q2 2024, closing a stake of 5 shares — an estimated $95 sold.

Sugarloaf Wealth Management first reported a position in BCIC in Q1 2024 and held it in 1 quarter. The position peaked at $95 in Q1 2024. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining BCP Investment Corp position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 5 BCP Investment Corp shares in Q2 2024, an estimated $95.
  • Sugarloaf Wealth Management first reported a position in BCP Investment Corp in Q1 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's BCP Investment Corp position peaked at $95 in Q1 2024.
  • 45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.