Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Wealth Advisors’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
2023 Q3	$316K	Hold	7,770	–	–	0.14%	47
2023 Q2	$313K	Buy	+7,770	New	+$308K	0.13%	50

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealth Advisors's MAIN Position: Q3 2023 in Review

Wealth Advisors held its Main Street Capital (MAIN) position steady in Q3 2023 at 7,770 shares worth $316K. The position accounts for 0.14% of the portfolio, ranked #47.

Wealth Advisors first reported a position in MAIN in Q2 2023 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold MAIN as of Q3 2023.

Wealth Advisors held 7,770 shares of Main Street Capital worth $316K as of Q3 2023.
Wealth Advisors left its Main Street Capital share count unchanged in Q3 2023.
Main Street Capital made up 0.14% of Wealth Advisors's portfolio in Q3 2023, its #47 holding.
Wealth Advisors first reported a position in Main Street Capital in Q2 2023 and has held it in 2 quarters since.
292 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.