WWA
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Wingate Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-210
Closed -$4.58K – 172
2024
Q4 		$4.58K Buy
+210
New +$4.94K ﹤0.01% 392

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Wingate Wealth Advisors's CSWC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Capital Southwest (CSWC) in Q1 2025, closing a stake of 210 shares — an estimated $4.58K sold.

Wingate Wealth Advisors first reported a position in CSWC in Q4 2024 and held it in 1 quarter. The position peaked at $4.58K in Q4 2024. 174 funds tracked by Wall St. Rank hold CSWC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Capital Southwest position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 210 Capital Southwest shares in Q1 2025, an estimated $4.58K.
  • Wingate Wealth Advisors first reported a position in Capital Southwest in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Capital Southwest position peaked at $4.58K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.