Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ares Capital ARCC Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-147
Closed -$2.87K – 58
2023
Q3 		$2.87K Buy
+147
New +$2.85K ﹤0.01% 436

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Legacy Financial Group (Iowa)'s ARCC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Ares Capital (ARCC) in Q4 2023, closing a stake of 147 shares — an estimated $2.87K sold.

Legacy Financial Group (Iowa) first reported a position in ARCC in Q3 2023 and held it in 1 quarter. The position peaked at $2.87K in Q3 2023. 708 funds tracked by Wall St. Rank hold ARCC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Ares Capital position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 147 Ares Capital shares in Q4 2023, an estimated $2.87K.
  • Legacy Financial Group (Iowa) first reported a position in Ares Capital in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Ares Capital position peaked at $2.87K in Q3 2023.
  • 708 funds tracked by Wall St. Rank held Ares Capital as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.