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Safeguard Investment Advisory Group’s Ares Capital ARCC Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-1,172
Closed -$19K – 113
2020
Q4 		$19K Buy
+1,172
New +$18.2K 0.02% 312

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OAC
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CIM
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Legal & General Group
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's ARCC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Ares Capital (ARCC) in Q1 2021, closing a stake of 1,172 shares — an estimated $19K sold.

Safeguard Investment Advisory Group first reported a position in ARCC in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 537 funds tracked by Wall St. Rank hold ARCC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Ares Capital position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,172 Ares Capital shares in Q1 2021, an estimated $19K.
  • Safeguard Investment Advisory Group first reported a position in Ares Capital in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Ares Capital position peaked at $19K in Q4 2020.
  • 537 funds tracked by Wall St. Rank held Ares Capital as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.