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Gerber Kawasaki Wealth & Investment Management’s Ares Capital ARCC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-428
Closed -$8K – 329
2021
Q3 		$8K Buy
+428
New +$8.58K ﹤0.01% 672

Other funds holding ARCC

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Royal Bank of Canada
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OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ARCC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Ares Capital (ARCC) in Q4 2021, closing a stake of 428 shares — an estimated $8K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ARCC in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 628 funds tracked by Wall St. Rank hold ARCC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Ares Capital position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 428 Ares Capital shares in Q4 2021, an estimated $8K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Ares Capital in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Ares Capital position peaked at $8K in Q3 2021.
  • 628 funds tracked by Wall St. Rank held Ares Capital as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.