WP
SLRC icon

WealthPLAN Partners’s SLR Investment Corp SLRC Stock Holding History

WealthPLAN Partners’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-69
Closed -$1.04K – 1380
2023
Q1 		$1.04K Buy
+69
New +$1.04K ﹤0.01% 1200
2016
Q3 		$6.12K Hold
300
– – ﹤0.01% 679
2016
Q2 		$6 Buy
+300
New +$5.46K ﹤0.01% 2553

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthPLAN Partners's SLRC Position: Q2 2023 in Review

WealthPLAN Partners sold out of SLR Investment Corp (SLRC) in Q2 2023, closing a stake of 69 shares — an estimated $1.04K sold.

WealthPLAN Partners first reported a position in SLRC in Q2 2016 and held it in 3 quarters. The position peaked at $6.12K in Q3 2016. 107 funds tracked by Wall St. Rank hold SLRC as of Q2 2023.

  • WealthPLAN Partners reported no remaining SLR Investment Corp position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 69 SLR Investment Corp shares in Q2 2023, an estimated $1.04K.
  • WealthPLAN Partners first reported a position in SLR Investment Corp in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's SLR Investment Corp position peaked at $6.12K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.