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Bell & Brown Wealth Advisors’s Ares Capital ARCC Stock Holding History

Bell & Brown 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
2024
Q3 		– Sell
-2,726
Closed -$363K – 72
2024
Q2 		$363K Buy
+2,726
New +$56.9K 0.14% 59

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

Bell & Brown Wealth Advisors's ARCC Position: Q3 2024 in Review

Bell & Brown Wealth Advisors sold out of Ares Capital (ARCC) in Q3 2024, closing a stake of 2,726 shares — an estimated $363K sold.

Bell & Brown Wealth Advisors first reported a position in ARCC in Q2 2024 and held it in 1 quarter. The position peaked at $363K in Q2 2024. 748 funds tracked by Wall St. Rank hold ARCC as of Q3 2024.

  • Bell & Brown Wealth Advisors reported no remaining Ares Capital position as of Q3 2024 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 2,726 Ares Capital shares in Q3 2024, an estimated $363K.
  • Bell & Brown Wealth Advisors first reported a position in Ares Capital in Q2 2024 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Ares Capital position peaked at $363K in Q2 2024.
  • 748 funds tracked by Wall St. Rank held Ares Capital as of Q3 2024.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.