Ford Financial Group’s Ares Capital ARCC Stock Holding History

Ford Financial 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 Q1	–	Sell	-2,500	Closed	-$52	–	146
2021 Q4	$52	Buy	+2,500	New	+$51.9K	0.01%	212
2021 Q3	–	Sell	-2,500	Closed	-$48K	–	130
2021 Q2	$48K	Buy	+2,500	New	+$48.4K	0.02%	213

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ford Financial Group's ARCC Position: Q1 2022 in Review

Ford Financial Group sold out of Ares Capital (ARCC) in Q1 2022, closing a stake of 2,500 shares — an estimated $52 sold.

Ford Financial Group first reported a position in ARCC in Q2 2021 and held it in 2 quarters. The position peaked at $48K in Q2 2021. 644 funds tracked by Wall St. Rank hold ARCC as of Q1 2022.

Ford Financial Group reported no remaining Ares Capital position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 2,500 Ares Capital shares in Q1 2022, an estimated $52.
Ford Financial Group first reported a position in Ares Capital in Q2 2021 and held it in 2 quarters.
Ford Financial Group's Ares Capital position peaked at $48K in Q2 2021.
644 funds tracked by Wall St. Rank held Ares Capital as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.