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West Financial Advisors’s New Mountain Finance NMFC Stock Holding History

West Financial Advisors’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-116
Closed -$1.48K – 161
2023
Q4 		$1.48K Buy
116
+2
+2% +$25 ﹤0.01% 144
2023
Q3 		$1.47K Buy
114
+3
+3% +$38 ﹤0.01% 179
2023
Q2 		$1.38K Buy
111
+3
+3% +$36 ﹤0.01% 162
2023
Q1 		$1.31K Buy
108
+3
+3% +$38 ﹤0.01% 143
2022
Q4 		$1.3K Buy
105
+3
+3% +$37 ﹤0.01% 140
2022
Q3 		$1K Buy
102
+2
+2% +$26 ﹤0.01% 170
2022
Q2 		$1K Buy
+100
New +$1.29K ﹤0.01% 156

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

West Financial Advisors's NMFC Position: Q1 2024 in Review

West Financial Advisors sold out of New Mountain Finance (NMFC) in Q1 2024, closing a stake of 116 shares — an estimated $1.48K sold.

West Financial Advisors first reported a position in NMFC in Q2 2022 and held it in 7 quarters. The position peaked at $1.48K in Q4 2023. 176 funds tracked by Wall St. Rank hold NMFC as of Q1 2024.

  • West Financial Advisors reported no remaining New Mountain Finance position as of Q1 2024 after selling out during the quarter.
  • West Financial Advisors sold 116 New Mountain Finance shares in Q1 2024, an estimated $1.48K.
  • West Financial Advisors first reported a position in New Mountain Finance in Q2 2022 and held it in 7 quarters.
  • West Financial Advisors's New Mountain Finance position peaked at $1.48K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.