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Meridian Wealth Partners’s Ares Capital ARCC Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-6,334
Closed -$119K – 160
2021
Q1 		$119K Hold
6,334
– – 0.04% 100
2020
Q4 		$107K Hold
6,334
– – 0.04% 96
2020
Q3 		$88K Sell
6,334
-1,250
-16% -$17.8K 0.04% 98
2020
Q2 		$110K Hold
7,584
– – 0.06% 82
2020
Q1 		$82K Hold
7,584
– – 0.05% 97
2019
Q4 		$141K Buy
+7,584
New +$141K 0.09% 77

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Baillie Gifford & Co
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CIM
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Meridian Wealth Partners's ARCC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Ares Capital (ARCC) in Q2 2021, closing a stake of 6,334 shares — an estimated $119K sold.

Meridian Wealth Partners first reported a position in ARCC in Q4 2019 and held it in 6 quarters. The position peaked at $141K in Q4 2019. 537 funds tracked by Wall St. Rank hold ARCC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Ares Capital position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 6,334 Ares Capital shares in Q2 2021, an estimated $119K.
  • Meridian Wealth Partners first reported a position in Ares Capital in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Ares Capital position peaked at $141K in Q4 2019.
  • 537 funds tracked by Wall St. Rank held Ares Capital as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.