AWM
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Accurate Wealth Management’s Ares Capital ARCC Stock Holding History

Accurate Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,736
Closed -$32.6K – 315
2022
Q4 		$32.6K Buy
+1,736
New +$32.6K 0.01% 549

Other funds holding ARCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Accurate Wealth Management's ARCC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Ares Capital (ARCC) in Q1 2023, closing a stake of 1,736 shares — an estimated $32.6K sold.

Accurate Wealth Management first reported a position in ARCC in Q4 2022 and held it in 1 quarter. The position peaked at $32.6K in Q4 2022. 640 funds tracked by Wall St. Rank hold ARCC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Ares Capital position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,736 Ares Capital shares in Q1 2023, an estimated $32.6K.
  • Accurate Wealth Management first reported a position in Ares Capital in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Ares Capital position peaked at $32.6K in Q4 2022.
  • 640 funds tracked by Wall St. Rank held Ares Capital as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.