APA
ARDC

American Portfolios Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

American Portfolios Advisors’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
2022
Q2 		– Sell
-182
Closed -$2.63K – 3530
2022
Q1 		$2.63K Buy
+182
New +$2.75K ﹤0.01% 3160

Other funds holding ARDC

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Portfolios Advisors's ARDC Position: Q2 2022 in Review

American Portfolios Advisors sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q2 2022, closing a stake of 182 shares — an estimated $2.63K sold.

American Portfolios Advisors first reported a position in ARDC in Q1 2022 and held it in 1 quarter. The position peaked at $2.63K in Q1 2022. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2022.

  • American Portfolios Advisors reported no remaining Are Dynamic Credit Allocation Fund position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 182 Are Dynamic Credit Allocation Fund shares in Q2 2022, an estimated $2.63K.
  • American Portfolios Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q1 2022 and held it in 1 quarter.
  • American Portfolios Advisors's Are Dynamic Credit Allocation Fund position peaked at $2.63K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.