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Axiom Advisory’s Ares Capital ARCC Stock Holding History

Axiom Advisory’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
2024
Q3 		$1.04M Buy
49,874
+1,903
+4% +$39.5K 0.01% 157
2024
Q2 		$1M Buy
+47,971
New +$1M 0.01% 151

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Axiom Advisory's ARCC Position: Q3 2024 in Review

Axiom Advisory increased its Ares Capital (ARCC) stake by 4% in Q3 2024, buying an estimated $39.5K and bringing the position to 49,874 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #157.

Axiom Advisory first reported a position in ARCC in Q2 2024 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold ARCC as of Q3 2024.

  • Axiom Advisory held 49,874 shares of Ares Capital worth $1.04M as of Q3 2024.
  • Axiom Advisory bought 1,903 Ares Capital shares in Q3 2024, an estimated $39.5K.
  • Ares Capital made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #157 holding.
  • Axiom Advisory first reported a position in Ares Capital in Q2 2024 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Ares Capital as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.