Moisand Fitzgerald Tamayo’s Ares Capital ARCC Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	–	Sell	-153	Closed	-$3K	–	696
2022 Q2	$3K	Sell	153 -153	-50%	-$3.02K	﹤0.01%	352
2022 Q1	$6K	Buy	+306	New	+$6.52K	﹤0.01%	226
2016 Q2	–	Sell	-621	Closed	-$9K	–	62
2016 Q1	$9K	Hold	621	–	–	0.01%	156
2015 Q4	$9K	Buy	+621	New	+$9.43K	0.01%	150

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CIM

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ARCC Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of Ares Capital (ARCC) in Q3 2022, closing a stake of 153 shares — an estimated $3K sold.

Moisand Fitzgerald Tamayo first reported a position in ARCC in Q4 2015 and held it in 4 quarters. The position peaked at $9K in Q1 2016. 628 funds tracked by Wall St. Rank hold ARCC as of Q3 2022.

Moisand Fitzgerald Tamayo reported no remaining Ares Capital position as of Q3 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 153 Ares Capital shares in Q3 2022, an estimated $3K.
Moisand Fitzgerald Tamayo first reported a position in Ares Capital in Q4 2015 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Ares Capital position peaked at $9K in Q1 2016.
628 funds tracked by Wall St. Rank held Ares Capital as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.