ARIS
ARDC

Advanced Research Investment Solutions’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Advanced Research Investment Solutions’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,000
Closed -$64.8K – 191
2021
Q3 		$64.8K Buy
+4,000
New +$64.9K 0.03% 70

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SIA
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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advanced Research Investment Solutions's ARDC Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2021, closing a stake of 4,000 shares — an estimated $64.8K sold.

Advanced Research Investment Solutions first reported a position in ARDC in Q3 2021 and held it in 1 quarter. The position peaked at $64.8K in Q3 2021. 53 funds tracked by Wall St. Rank hold ARDC as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 4,000 Are Dynamic Credit Allocation Fund shares in Q4 2021, an estimated $64.8K.
  • Advanced Research Investment Solutions first reported a position in Are Dynamic Credit Allocation Fund in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Are Dynamic Credit Allocation Fund position peaked at $64.8K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.