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Revisor Wealth Management’s Ares Capital ARCC Stock Holding History

Revisor 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
2023
Q4 		– Sell
-10,056
Closed -$196K – 132
2023
Q3 		$196K Buy
+10,056
New +$195K 0.17% 151

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
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

Revisor Wealth Management's ARCC Position: Q4 2023 in Review

Revisor Wealth Management sold out of Ares Capital (ARCC) in Q4 2023, closing a stake of 10,056 shares — an estimated $196K sold.

Revisor Wealth Management first reported a position in ARCC in Q3 2023 and held it in 1 quarter. The position peaked at $196K in Q3 2023. 708 funds tracked by Wall St. Rank hold ARCC as of Q4 2023.

  • Revisor Wealth Management reported no remaining Ares Capital position as of Q4 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 10,056 Ares Capital shares in Q4 2023, an estimated $196K.
  • Revisor Wealth Management first reported a position in Ares Capital in Q3 2023 and held it in 1 quarter.
  • Revisor Wealth Management's Ares Capital position peaked at $196K in Q3 2023.
  • 708 funds tracked by Wall St. Rank held Ares Capital as of Q4 2023.

Based on Revisor Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.