CSWM
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Cassady Schiller Wealth Management’s Ares Capital ARCC Stock Holding History

Cassady Schiller 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
2024
Q4 		$17.3K Hold
790
– – 0.01% 293
2024
Q3 		$16.5K Hold
790
– – 0.01% 287
2024
Q2 		$16.5K Hold
790
– – 0.01% 286
2024
Q1 		$16.4K Hold
790
– – 0.01% 305
2023
Q4 		$15.8K Buy
+790
New +$15.4K 0.01% 296
2023
Q2 		– Sell
-466
Closed -$8.52K – 469
2023
Q1 		$8.52K Hold
466
– – ﹤0.01% 332
2022
Q4 		$8.61K Buy
+466
New +$8.75K 0.01% 331
2022
Q1 		– Sell
-466
Closed -$10K – 143
2021
Q4 		$10K Buy
+466
New +$9.68K 0.01% 313

Other funds holding ARCC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return