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Buckingham Strategic Wealth’s Ares Capital ARCC Stock Holding History

Buckingham Strategic Wealth’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
2022
Q4 		– Sell
-13,965
Closed -$236K – 632
2022
Q3 		$236K Sell
13,965
-24
-0.2% -$464 ﹤0.01% 515
2022
Q2 		$251K Buy
+13,989
New +$276K 0.01% 503
2014
Q4 		– Sell
-30,441
Closed -$492K – 208
2014
Q3 		$492K Hold
30,441
– – 0.2% 79
2014
Q2 		$544K Sell
30,441
-9
-0% -$155 0.24% 72
2014
Q1 		$537K Buy
+30,450
New +$543K 0.25% 67

Other funds holding ARCC

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

Buckingham Strategic Wealth's ARCC Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Ares Capital (ARCC) in Q4 2022, closing a stake of 13,965 shares — an estimated $236K sold.

Buckingham Strategic Wealth first reported a position in ARCC in Q1 2014 and held it in 5 quarters. The position peaked at $544K in Q2 2014. 646 funds tracked by Wall St. Rank hold ARCC as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Ares Capital position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 13,965 Ares Capital shares in Q4 2022, an estimated $236K.
  • Buckingham Strategic Wealth first reported a position in Ares Capital in Q1 2014 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Ares Capital position peaked at $544K in Q2 2014.
  • 646 funds tracked by Wall St. Rank held Ares Capital as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.