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TCI Wealth Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-200
Closed -$2.82K – 1875
2023
Q1 		$2.82K Buy
+200
New +$2.89K ﹤0.01% 1881

Other funds holding SCM

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

TCI Wealth Advisors's SCM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Stellus Capital Investment Corp (SCM) in Q2 2023, closing a stake of 200 shares — an estimated $2.82K sold.

TCI Wealth Advisors first reported a position in SCM in Q1 2023 and held it in 1 quarter. The position peaked at $2.82K in Q1 2023. 61 funds tracked by Wall St. Rank hold SCM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Stellus Capital Investment Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 Stellus Capital Investment Corp shares in Q2 2023, an estimated $2.82K.
  • TCI Wealth Advisors first reported a position in Stellus Capital Investment Corp in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Stellus Capital Investment Corp position peaked at $2.82K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.