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ARS Wealth Advisors Group’s New Mountain Finance NMFC Stock Holding History

ARS Wealth Advisors Group’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,790
Closed -$129K – 178
2024
Q3 		$129K Hold
10,790
– – 0.02% 170
2024
Q2 		$132K Sell
10,790
-600
-5% -$7.52K 0.02% 164
2024
Q1 		$144K Hold
11,390
– – 0.02% 166
2023
Q4 		$145K Hold
11,390
– – 0.02% 152
2023
Q3 		$148K Hold
11,390
– – 0.02% 144
2023
Q2 		$142K Hold
11,390
– – 0.02% 138
2023
Q1 		$139K Hold
11,390
– – 0.03% 121
2022
Q4 		$141K Buy
+11,390
New +$140K 0.02% 134
2022
Q3 		– Sell
-11,390
Closed -$136K – 163
2022
Q2 		$136K Hold
11,390
– – 0.02% 155
2022
Q1 		$158K Buy
+11,390
New +$154K 0.03% 127

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

ARS Wealth Advisors Group's NMFC Position: Q4 2024 in Review

ARS Wealth Advisors Group sold out of New Mountain Finance (NMFC) in Q4 2024, closing a stake of 10,790 shares — an estimated $129K sold.

ARS Wealth Advisors Group first reported a position in NMFC in Q1 2022 and held it in 10 quarters. The position peaked at $158K in Q1 2022. 169 funds tracked by Wall St. Rank hold NMFC as of Q4 2024.

  • ARS Wealth Advisors Group reported no remaining New Mountain Finance position as of Q4 2024 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 10,790 New Mountain Finance shares in Q4 2024, an estimated $129K.
  • ARS Wealth Advisors Group first reported a position in New Mountain Finance in Q1 2022 and held it in 10 quarters.
  • ARS Wealth Advisors Group's New Mountain Finance position peaked at $158K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2024.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2024, filed 14 Jan 2025.