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Insight Wealth Strategies’s Ares Capital ARCC Stock Holding History

Insight Wealth Strategies’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
2020
Q1 		– Sell
-24,434
Closed -$456K – 155
2019
Q4 		$456K Buy
24,434
+9,122
+60% +$169K 0.1% 135
2019
Q3 		$285K Buy
+15,312
New +$284K 0.07% 155

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Insight Wealth Strategies's ARCC Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Ares Capital (ARCC) in Q1 2020, closing a stake of 24,434 shares — an estimated $456K sold.

Insight Wealth Strategies first reported a position in ARCC in Q3 2019 and held it in 2 quarters. The position peaked at $456K in Q4 2019. 510 funds tracked by Wall St. Rank hold ARCC as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Ares Capital position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 24,434 Ares Capital shares in Q1 2020, an estimated $456K.
  • Insight Wealth Strategies first reported a position in Ares Capital in Q3 2019 and held it in 2 quarters.
  • Insight Wealth Strategies's Ares Capital position peaked at $456K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Ares Capital as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.