FourThought Financial’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

FourThought Financial’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4K	Buy	340 +287	+542%	+$3.63K	﹤0.01%	1190
2022 Q2	$1K	Hold	53	–	–	﹤0.01%	1385
2022 Q1	$1K	Hold	53	–	–	﹤0.01%	1383
2021 Q4	$1K	Hold	53	–	–	﹤0.01%	1412
2021 Q3	$1K	Hold	53	–	–	﹤0.01%	1412
2021 Q2	$1K	Hold	53	–	–	﹤0.01%	1410
2021 Q1	$1K	Hold	53	–	–	﹤0.01%	1368
2020 Q4	$1K	Buy	+53	New	+$705	﹤0.01%	1343

Other funds holding ARDC

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

FourThought Financial's ARDC Position: Q3 2022 in Review

FourThought Financial increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 542% in Q3 2022, buying an estimated $3.63K and bringing the position to 340 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

FourThought Financial first reported a position in ARDC in Q4 2020 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold ARDC as of Q3 2022.

FourThought Financial held 340 shares of Are Dynamic Credit Allocation Fund worth $4K as of Q3 2022.
FourThought Financial bought 287 Are Dynamic Credit Allocation Fund shares in Q3 2022, an estimated $3.63K.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1190 holding.
FourThought Financial first reported a position in Are Dynamic Credit Allocation Fund in Q4 2020 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.