Wealth Enhancement Advisory Services
CSWC icon

Wealth Enhancement Advisory Services’s Capital Southwest CSWC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,573
Closed -$242K – 2361
2023
Q3 		$242K Buy
+10,573
New +$229K ﹤0.01% 1874

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SIS
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BPA
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Two Sigma Investments
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First Manhattan
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSWC Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Capital Southwest (CSWC) in Q4 2023, closing a stake of 10,573 shares — an estimated $242K sold.

Wealth Enhancement Advisory Services first reported a position in CSWC in Q3 2023 and held it in 1 quarter. The position peaked at $242K in Q3 2023. 136 funds tracked by Wall St. Rank hold CSWC as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Capital Southwest position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,573 Capital Southwest shares in Q4 2023, an estimated $242K.
  • Wealth Enhancement Advisory Services first reported a position in Capital Southwest in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Capital Southwest position peaked at $242K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.