CFO4Life Group’s Ares Capital ARCC Stock Holding History

CFO4Life Group’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	-14,489	Closed	-$245K	–	177
2022 Q3	$245K	Buy	+14,489	New	+$280K	0.07%	118

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 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

OAC

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

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

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

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

CFO4Life Group's ARCC Position: Q4 2022 in Review

CFO4Life Group sold out of Ares Capital (ARCC) in Q4 2022, closing a stake of 14,489 shares — an estimated $245K sold.

CFO4Life Group first reported a position in ARCC in Q3 2022 and held it in 1 quarter. The position peaked at $245K in Q3 2022. 646 funds tracked by Wall St. Rank hold ARCC as of Q4 2022.

CFO4Life Group reported no remaining Ares Capital position as of Q4 2022 after selling out during the quarter.
CFO4Life Group sold 14,489 Ares Capital shares in Q4 2022, an estimated $245K.
CFO4Life Group first reported a position in Ares Capital in Q3 2022 and held it in 1 quarter.
CFO4Life Group's Ares Capital position peaked at $245K in Q3 2022.
646 funds tracked by Wall St. Rank held Ares Capital as of Q4 2022.

Based on CFO4Life Group's 13F filing for Q4 2022, filed 3 Feb 2023.