BDO Wealth Advisors’s Ares Capital ARCC Stock Holding History

BDO Wealth Advisors’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 Q2	$2.29K	Hold	122	–	–	﹤0.01%	841
2023 Q1	$2.23K	Sell	122 -1,100	-90%	-$20.8K	﹤0.01%	898
2022 Q4	$22.6K	Hold	1,222	–	–	﹤0.01%	555
2022 Q3	$21K	Hold	1,222	–	–	﹤0.01%	559
2022 Q2	$22K	Hold	1,222	–	–	﹤0.01%	540
2022 Q1	$26K	Buy	1,222 +122	+11%	+$2.6K	﹤0.01%	550
2021 Q4	$23K	Hold	1,100	–	–	﹤0.01%	589
2021 Q3	$22K	Hold	1,100	–	–	﹤0.01%	588
2021 Q2	$22K	Hold	1,100	–	–	﹤0.01%	599
2021 Q1	$21K	Buy	+1,100	New	+$19.8K	﹤0.01%	605
2020 Q3	–	Sell	-122	Closed	-$2K	–	866
2020 Q2	$2K	Sell	122 -1,684	-93%	-$22.7K	﹤0.01%	614
2020 Q1	$19K	Buy	+1,806	New	+$30.5K	﹤0.01%	454

Other funds holding ARCC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

BDO Wealth Advisors's ARCC Position: Q2 2023 in Review

BDO Wealth Advisors held its Ares Capital (ARCC) position steady in Q2 2023 at 122 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

BDO Wealth Advisors first reported a position in ARCC in Q1 2020 and has held it in 12 quarters since. The position peaked at $26K in Q1 2022. 657 funds tracked by Wall St. Rank hold ARCC as of Q2 2023.

BDO Wealth Advisors held 122 shares of Ares Capital worth $2.29K as of Q2 2023.
BDO Wealth Advisors left its Ares Capital share count unchanged in Q2 2023.
Ares Capital made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #841 holding.
BDO Wealth Advisors first reported a position in Ares Capital in Q1 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Ares Capital position peaked at $26K in Q1 2022.
657 funds tracked by Wall St. Rank held Ares Capital as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.