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Capital Southwest Corporation shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 12k 25.29
2024-03-31 $288k 12k 24.96
2023-12-31 $273k 12k 23.70
2023-09-30 $264k 12k 22.90
2023-06-30 $227k 12k 19.72
2023-03-31 $205k 12k 17.78
2022-12-31 $197k 12k 17.10

More positions owned by Core Wealth Partners

Apple (AAPL)
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Skyworks Solutions (SWKS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
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First Tr Exchange-traded First Tr Enh New (FTSM)
Ametek (AME)
NVIDIA Corporation (NVDA)
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Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Asset Management Investors
Sanders Morris Harris
Sound Income Strategies
Two Sigma Investments
Invesco
Harbor Capital Advisors
Melia Wealth
First Manhattan
Tectonic Advisors
Hennion & Walsh Asset Management
BlackRock
LPL Financial
Advisors Asset Management

View all funds holding Capital Southwest Corporation