NWM
ARCC icon

Nauset Wealth Management’s Ares Capital ARCC Stock Holding History

Nauset 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
Q1 		$69K Buy
+3,300
New +$70.3K 0.05% 99

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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 35.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nauset Wealth Management's ARCC Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Ares Capital (ARCC) in Q1 2022: 3,300 shares worth $69K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings.

642 funds tracked by Wall St. Rank hold ARCC as of Q1 2022.

  • Nauset Wealth Management held 3,300 shares of Ares Capital worth $69K as of Q1 2022.
  • Ares Capital was a new Nauset Wealth Management position in Q1 2022.
  • Ares Capital made up 0.05% of Nauset Wealth Management's portfolio in Q1 2022, its #99 holding.
  • 642 funds tracked by Wall St. Rank held Ares Capital as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.