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Altus Wealth Group’s Ares Capital ARCC Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-487
Closed -$8K – 203
2020
Q4 		$8K Buy
+487
New +$7.55K 0.01% 559

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's ARCC Position: Q1 2021 in Review

Altus Wealth Group sold out of Ares Capital (ARCC) in Q1 2021, closing a stake of 487 shares — an estimated $8K sold.

Altus Wealth Group first reported a position in ARCC in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 537 funds tracked by Wall St. Rank hold ARCC as of Q1 2021.

  • Altus Wealth Group reported no remaining Ares Capital position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 487 Ares Capital shares in Q1 2021, an estimated $8K.
  • Altus Wealth Group first reported a position in Ares Capital in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Ares Capital position peaked at $8K in Q4 2020.
  • 537 funds tracked by Wall St. Rank held Ares Capital as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.