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Baystate Wealth Management’s Ares Capital ARCC Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$10.3K Buy
+512
New +$9.99K ﹤0.01% 714
2023
Q3 		– Sell
-26
Closed -$495 – 1032
2023
Q2 		$495 Buy
26
+1
+4% +$18 ﹤0.01% 976
2023
Q1 		$469 Buy
+25
New +$473 ﹤0.01% 974
2022
Q1 		– Sell
-331
Closed -$7.05K – 876
2021
Q4 		$7K Buy
+331
New +$6.87K ﹤0.01% 605

Other funds holding ARCC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return