Lake Point Wealth Management’s Ares Capital ARCC Stock Holding History

Lake Point 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
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	308
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	314
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	323
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	309
2021 Q2	$2K	Buy	+100	New	+$1.94K	﹤0.01%	321

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lake Point Wealth Management's ARCC Position: Q2 2022 in Review

Lake Point Wealth Management held its Ares Capital (ARCC) position steady in Q2 2022 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Lake Point Wealth Management first reported a position in ARCC in Q2 2021 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold ARCC as of Q2 2022.

Lake Point Wealth Management held 100 shares of Ares Capital worth $2K as of Q2 2022.
Lake Point Wealth Management left its Ares Capital share count unchanged in Q2 2022.
Ares Capital made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #308 holding.
Lake Point Wealth Management first reported a position in Ares Capital in Q2 2021 and has held it in 5 quarters since.
631 funds tracked by Wall St. Rank held Ares Capital as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.