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LGT Financial Advisors’s Ares Capital ARCC Stock Holding History

LGT Financial Advisors’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
-90
Closed -$1.75K – 851
2023
Q3 		$1.75K Buy
+90
New +$1.75K ﹤0.01% 847

Other funds holding ARCC

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Royal Bank of Canada
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Financial Advisors's ARCC Position: Q4 2023 in Review

LGT Financial Advisors sold out of Ares Capital (ARCC) in Q4 2023, closing a stake of 90 shares — an estimated $1.75K sold.

LGT Financial Advisors first reported a position in ARCC in Q3 2023 and held it in 1 quarter. The position peaked at $1.75K in Q3 2023. 708 funds tracked by Wall St. Rank hold ARCC as of Q4 2023.

  • LGT Financial Advisors reported no remaining Ares Capital position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 90 Ares Capital shares in Q4 2023, an estimated $1.75K.
  • LGT Financial Advisors first reported a position in Ares Capital in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Ares Capital position peaked at $1.75K in Q3 2023.
  • 708 funds tracked by Wall St. Rank held Ares Capital as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.