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Paces Ferry Wealth Advisors’s Ares Capital ARCC Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-1,566
Closed -$22K – 177
2020
Q3 		$22K Buy
+1,566
New +$22.3K 0.02% 316

Other funds holding ARCC

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Paces Ferry Wealth Advisors's ARCC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Ares Capital (ARCC) in Q4 2020, closing a stake of 1,566 shares — an estimated $22K sold.

Paces Ferry Wealth Advisors first reported a position in ARCC in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 526 funds tracked by Wall St. Rank hold ARCC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Ares Capital position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 1,566 Ares Capital shares in Q4 2020, an estimated $22K.
  • Paces Ferry Wealth Advisors first reported a position in Ares Capital in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Ares Capital position peaked at $22K in Q3 2020.
  • 526 funds tracked by Wall St. Rank held Ares Capital as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.