AWA
ARDC

Arkadios Wealth Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-357
Closed -$5K – 644
2021
Q3 		$5K Sell
357
-170
-32% -$2.76K ﹤0.01% 1578
2021
Q2 		$8K Buy
+527
New +$8.24K ﹤0.01% 1581

Other funds holding ARDC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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

Arkadios Wealth Advisors's ARDC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2021, closing a stake of 357 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in ARDC in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 53 funds tracked by Wall St. Rank hold ARDC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 357 Are Dynamic Credit Allocation Fund shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Are Dynamic Credit Allocation Fund position peaked at $8K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.