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Turtle Creek Wealth Advisors’s BlackRock TCP Capital TCPC Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-250
Closed -$2.88K – 740
2023
Q4 		$2.88K Buy
+250
New +$2.84K ﹤0.01% 727

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AM
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Morgan Stanley
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Legal & General Group
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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 $124B AUM 33.93% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Turtle Creek Wealth Advisors's TCPC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of BlackRock TCP Capital (TCPC) in Q1 2024, closing a stake of 250 shares — an estimated $2.88K sold.

Turtle Creek Wealth Advisors first reported a position in TCPC in Q4 2023 and held it in 1 quarter. The position peaked at $2.88K in Q4 2023. 147 funds tracked by Wall St. Rank hold TCPC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining BlackRock TCP Capital position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 250 BlackRock TCP Capital shares in Q1 2024, an estimated $2.88K.
  • Turtle Creek Wealth Advisors first reported a position in BlackRock TCP Capital in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's BlackRock TCP Capital position peaked at $2.88K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.