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Heritage Wealth Management (Arizona)’s Ares Capital ARCC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-1,875
Closed -$35K – 897
2021
Q1 		$35K Buy
+1,875
New +$33.7K 0.02% 426

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CIM
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Ameriprise
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Wells Fargo
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Bank of America
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Legal & General Group
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1832 Asset Management
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Heritage Wealth Management (Arizona)'s ARCC Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Ares Capital (ARCC) in Q2 2021, closing a stake of 1,875 shares — an estimated $35K sold.

Heritage Wealth Management (Arizona) first reported a position in ARCC in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 537 funds tracked by Wall St. Rank hold ARCC as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Ares Capital position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,875 Ares Capital shares in Q2 2021, an estimated $35K.
  • Heritage Wealth Management (Arizona) first reported a position in Ares Capital in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Ares Capital position peaked at $35K in Q1 2021.
  • 537 funds tracked by Wall St. Rank held Ares Capital as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.