ANBT
ARDC

American National Bank & Trust’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

American National Bank & Trust’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
2024
Q1 		– Sell
-86
Closed -$1.18K – 477
2023
Q4 		$1.18K Buy
+86
New +$1.1K ﹤0.01% 503

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

American National Bank & Trust's ARDC Position: Q1 2024 in Review

American National Bank & Trust sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2024, closing a stake of 86 shares — an estimated $1.18K sold.

American National Bank & Trust first reported a position in ARDC in Q4 2023 and held it in 1 quarter. The position peaked at $1.18K in Q4 2023. 48 funds tracked by Wall St. Rank hold ARDC as of Q1 2024.

  • American National Bank & Trust reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2024 after selling out during the quarter.
  • American National Bank & Trust sold 86 Are Dynamic Credit Allocation Fund shares in Q1 2024, an estimated $1.18K.
  • American National Bank & Trust first reported a position in Are Dynamic Credit Allocation Fund in Q4 2023 and held it in 1 quarter.
  • American National Bank & Trust's Are Dynamic Credit Allocation Fund position peaked at $1.18K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2024.

Based on American National Bank & Trust's 13F filing for Q1 2024, filed 10 Apr 2024.