VAMG
SCD

Voisard Asset Management Group’s LMP Capital and Income Fund SCD Stock Holding History

Voisard Asset Management Group’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-593
Closed -$10.4K – 546
2024
Q3 		$10.4K Hold
593
– – ﹤0.01% 300
2024
Q2 		$9.18K Hold
593
– – ﹤0.01% 266
2024
Q1 		$9.28K Hold
593
– – 0.01% 242
2023
Q4 		$8.31K Buy
+593
New +$7.53K 0.01% 257

Other funds holding SCD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Voisard Asset Management Group's SCD Position: Q4 2024 in Review

Voisard Asset Management Group sold out of LMP Capital and Income Fund (SCD) in Q4 2024, closing a stake of 593 shares — an estimated $10.4K sold.

Voisard Asset Management Group first reported a position in SCD in Q4 2023 and held it in 4 quarters. The position peaked at $10.4K in Q3 2024. 41 funds tracked by Wall St. Rank hold SCD as of Q4 2024.

  • Voisard Asset Management Group reported no remaining LMP Capital and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 593 LMP Capital and Income Fund shares in Q4 2024, an estimated $10.4K.
  • Voisard Asset Management Group first reported a position in LMP Capital and Income Fund in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's LMP Capital and Income Fund position peaked at $10.4K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.