WANY
TCPC icon

Wealthspire Advisors (New York)’s BlackRock TCP Capital TCPC Stock Holding History

Wealthspire Advisors (New York)’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
2021
Q4 		– Sell
-10,000
Closed -$136K – 621
2021
Q3 		$136K Buy
+10,000
New +$140K ﹤0.01% 559

Other funds holding TCPC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s TCPC Position: Q4 2021 in Review

Wealthspire Advisors (New York) sold out of BlackRock TCP Capital (TCPC) in Q4 2021, closing a stake of 10,000 shares — an estimated $136K sold.

Wealthspire Advisors (New York) first reported a position in TCPC in Q3 2021 and held it in 1 quarter. The position peaked at $136K in Q3 2021. 110 funds tracked by Wall St. Rank hold TCPC as of Q4 2021.

  • Wealthspire Advisors (New York) reported no remaining BlackRock TCP Capital position as of Q4 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10,000 BlackRock TCP Capital shares in Q4 2021, an estimated $136K.
  • Wealthspire Advisors (New York) first reported a position in BlackRock TCP Capital in Q3 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BlackRock TCP Capital position peaked at $136K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2021, filed 14 Feb 2022.