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WR Wealth Planners’s Capital Southwest CSWC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$21.8K Buy
+1,000
New +$23.5K 0.01% 446

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

WR Wealth Planners's CSWC Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Capital Southwest (CSWC) in Q4 2024: 1,000 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings.

160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • WR Wealth Planners held 1,000 shares of Capital Southwest worth $21.8K as of Q4 2024.
  • Capital Southwest was a new WR Wealth Planners position in Q4 2024.
  • Capital Southwest made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #446 holding.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.