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Gilliland Jeter Wealth Management’s Ares Capital ARCC Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-976
Closed -$20.4K – 200
2024
Q3 		$20.4K Hold
976
– – 0.01% 390
2024
Q2 		$20.3K Sell
976
-24
-2% -$501 0.01% 383
2024
Q1 		$20.8K Buy
+1,000
New +$20.3K 0.01% 367

Other funds holding ARCC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gilliland Jeter Wealth Management's ARCC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Ares Capital (ARCC) in Q4 2024, closing a stake of 976 shares — an estimated $20.4K sold.

Gilliland Jeter Wealth Management first reported a position in ARCC in Q1 2024 and held it in 3 quarters. The position peaked at $20.8K in Q1 2024. 826 funds tracked by Wall St. Rank hold ARCC as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Ares Capital position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 976 Ares Capital shares in Q4 2024, an estimated $20.4K.
  • Gilliland Jeter Wealth Management first reported a position in Ares Capital in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Ares Capital position peaked at $20.8K in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Ares Capital as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.