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

Tradition 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
2024
Q1 		– Sell
-492
Closed -$7K – 1052
2023
Q4 		$7K Hold
492
– – ﹤0.01% 1080
2023
Q3 		$8K Hold
492
– – ﹤0.01% 1073
2023
Q2 		$7K Hold
492
– – ﹤0.01% 1133
2023
Q1 		$7K Hold
492
– – ﹤0.01% 1090
2022
Q4 		$7K Sell
492
-384
-44% -$5.33K ﹤0.01% 987
2022
Q3 		$11K Buy
876
+492
+128% +$7.21K ﹤0.01% 913
2022
Q2 		$6K Hold
384
– – ﹤0.01% 927
2022
Q1 		$7K Hold
384
– – ﹤0.01% 980
2021
Q4 		$7K Buy
+384
New +$7.36K ﹤0.01% 994

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tradition Wealth Management's SLRC Position: Q1 2024 in Review

Tradition Wealth Management sold out of SLR Investment Corp (SLRC) in Q1 2024, closing a stake of 492 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in SLRC in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q3 2022. 116 funds tracked by Wall St. Rank hold SLRC as of Q1 2024.

  • Tradition Wealth Management reported no remaining SLR Investment Corp position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 492 SLR Investment Corp shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in SLR Investment Corp in Q4 2021 and held it in 9 quarters.
  • Tradition Wealth Management's SLR Investment Corp position peaked at $11K in Q3 2022.
  • 116 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.