CWA
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Clearview Wealth Advisors’s Ares Capital ARCC Stock Holding History

Clearview 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
Q3 		– Sell
-478
Closed -$8.98K – 147
2023
Q2 		$8.98K Buy
478
+5
+1% +$92 0.01% 378
2023
Q1 		$8.66K Buy
473
+4
+0.9% +$76 0.01% 385
2022
Q4 		$8.67K Buy
469
+4
+0.9% +$75 0.01% 348
2022
Q3 		$8K Buy
465
+4
+0.9% +$77 0.01% 354
2022
Q2 		$8K Buy
461
+4
+0.9% +$79 0.01% 379
2022
Q1 		$10K Buy
457
+4
+0.9% +$85 0.01% 372
2021
Q4 		$10K Sell
453
-100
-18% -$2.08K 0.01% 410
2021
Q3 		$11K Buy
553
+4
+0.7% +$80 0.01% 398
2021
Q2 		$11K Buy
549
+3
+0.5% +$58 0.01% 399
2021
Q1 		$10K Buy
546
+3
+0.6% +$54 0.01% 403
2020
Q4 		$9K Buy
+543
New +$8.42K 0.01% 383

Other funds holding ARCC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return