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WR Wealth Planners’s Main Street Capital MAIN Stock Holding History

WR Wealth Planners’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$19.7K Buy
337
+1
+0.3% +$53 0.01% 461
2024
Q3 		$16.9K Hold
336
– – ﹤0.01% 535
2024
Q2 		$17K Buy
336
+301
+860% +$14.7K 0.01% 471
2024
Q1 		$1.67K Buy
+35
New +$1.58K ﹤0.01% 898

Other funds holding MAIN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WR Wealth Planners increased its Main Street Capital (MAIN) stake by 0.3% in Q4 2024, buying an estimated $53 and bringing the position to 337 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #461.

WR Wealth Planners first reported a position in MAIN in Q1 2024 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold MAIN as of Q4 2024.

  • WR Wealth Planners held 337 shares of Main Street Capital worth $19.7K as of Q4 2024.
  • WR Wealth Planners bought 1 Main Street Capital share in Q4 2024, an estimated $53.
  • Main Street Capital made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #461 holding.
  • WR Wealth Planners first reported a position in Main Street Capital in Q1 2024 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Main Street Capital as of Q4 2024.

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