Janiczek Wealth Management’s Ares Capital ARCC Stock Holding History

Janiczek 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 Q2	$1.77K	Hold	85	–	–	﹤0.01%	865
2024 Q1	$1.77K	Hold	85	–	–	﹤0.01%	877
2023 Q4	$1.7K	Hold	85	–	–	﹤0.01%	870
2023 Q3	$1.66K	Hold	85	–	–	﹤0.01%	855
2023 Q2	$1.6K	Hold	85	–	–	﹤0.01%	791
2023 Q1	$1.55K	Hold	85	–	–	﹤0.01%	792
2022 Q4	$1.67K	Hold	85	–	–	﹤0.01%	803
2022 Q3	$1K	Hold	85	–	–	﹤0.01%	804
2022 Q2	$2K	Hold	85	–	–	﹤0.01%	759
2022 Q1	$2K	Hold	85	–	–	﹤0.01%	753
2021 Q4	$2K	Buy	+85	New	+$1.76K	﹤0.01%	809
2019 Q3	–	Sell	-1,185	Closed	-$21K	–	160
2019 Q2	$21K	Buy	+1,185	New	+$21K	0.01%	105

Other funds holding ARCC

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Janiczek Wealth Management's ARCC Position: Q2 2024 in Review

Janiczek Wealth Management held its Ares Capital (ARCC) position steady in Q2 2024 at 85 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Janiczek Wealth Management first reported a position in ARCC in Q2 2019 and has held it in 12 quarters since. The position peaked at $21K in Q2 2019. 733 funds tracked by Wall St. Rank hold ARCC as of Q2 2024.

Janiczek Wealth Management held 85 shares of Ares Capital worth $1.77K as of Q2 2024.
Janiczek Wealth Management left its Ares Capital share count unchanged in Q2 2024.
Ares Capital made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #865 holding.
Janiczek Wealth Management first reported a position in Ares Capital in Q2 2019 and has held it in 12 quarters since.
Janiczek Wealth Management's Ares Capital position peaked at $21K in Q2 2019.
733 funds tracked by Wall St. Rank held Ares Capital as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.