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Transform Wealth’s Main Street Capital MAIN Stock Holding History

Transform Wealth’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,350
Closed -$218K – 270
2024
Q3 		$218K Buy
+4,350
New +$217K 0.01% 211

Other funds holding MAIN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transform Wealth's MAIN Position: Q4 2024 in Review

Transform Wealth sold out of Main Street Capital (MAIN) in Q4 2024, closing a stake of 4,350 shares — an estimated $218K sold.

Transform Wealth first reported a position in MAIN in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 400 funds tracked by Wall St. Rank hold MAIN as of Q4 2024.

  • Transform Wealth reported no remaining Main Street Capital position as of Q4 2024 after selling out during the quarter.
  • Transform Wealth sold 4,350 Main Street Capital shares in Q4 2024, an estimated $218K.
  • Transform Wealth first reported a position in Main Street Capital in Q3 2024 and held it in 1 quarter.
  • Transform Wealth's Main Street Capital position peaked at $218K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Main Street Capital as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.