CWA
ARCC icon

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearview Wealth Advisors's ARCC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Ares Capital (ARCC) in Q3 2023, closing a stake of 478 shares — an estimated $8.98K sold.

Clearview Wealth Advisors first reported a position in ARCC in Q4 2020 and held it in 11 quarters. The position peaked at $11K in Q3 2021. 657 funds tracked by Wall St. Rank hold ARCC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Ares Capital position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 478 Ares Capital shares in Q3 2023, an estimated $8.98K.
  • Clearview Wealth Advisors first reported a position in Ares Capital in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Ares Capital position peaked at $11K in Q3 2021.
  • 657 funds tracked by Wall St. Rank held Ares Capital as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.