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Sage Private Wealth Group’s Ares Capital ARCC Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-849
Closed -$14K – 56
2022
Q3 		$14K Buy
+849
New +$16.4K 0.02% 128

Other funds holding ARCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Private Wealth Group's ARCC Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Ares Capital (ARCC) in Q4 2022, closing a stake of 849 shares — an estimated $14K sold.

Sage Private Wealth Group first reported a position in ARCC in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 647 funds tracked by Wall St. Rank hold ARCC as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Ares Capital position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 849 Ares Capital shares in Q4 2022, an estimated $14K.
  • Sage Private Wealth Group first reported a position in Ares Capital in Q3 2022 and held it in 1 quarter.
  • Sage Private Wealth Group's Ares Capital position peaked at $14K in Q3 2022.
  • 647 funds tracked by Wall St. Rank held Ares Capital as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.