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TFO Wealth Partners’s Bain Capital Specialty BCSF Stock Holding History

TFO Wealth Partners’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-51,375
Closed -$838K – 38
2024
Q2 		$838K Buy
+51,375
New +$837K 0.16% 23

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

TFO Wealth Partners's BCSF Position: Q3 2024 in Review

TFO Wealth Partners sold out of Bain Capital Specialty (BCSF) in Q3 2024, closing a stake of 51,375 shares — an estimated $838K sold.

TFO Wealth Partners first reported a position in BCSF in Q2 2024 and held it in 1 quarter. The position peaked at $838K in Q2 2024. 133 funds tracked by Wall St. Rank hold BCSF as of Q3 2024.

  • TFO Wealth Partners reported no remaining Bain Capital Specialty position as of Q3 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 51,375 Bain Capital Specialty shares in Q3 2024, an estimated $838K.
  • TFO Wealth Partners first reported a position in Bain Capital Specialty in Q2 2024 and held it in 1 quarter.
  • TFO Wealth Partners's Bain Capital Specialty position peaked at $838K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q3 2024.

Based on TFO Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.