SLWA
ARC

San Luis Wealth Advisors’s ARC Document Solutions, Inc. ARC Stock Holding History

San Luis Wealth Advisors’s Portfolio ARC Stock Details ARC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,000
Closed -$7K – 462
2022
Q1 		$7K Buy
+2,000
New +$7.03K ﹤0.01% 389

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BlackRock
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BCM
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LSV Asset Management
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Victory Capital Management
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JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

San Luis Wealth Advisors's ARC Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of ARC Document Solutions, Inc. (ARC) in Q2 2022, closing a stake of 2,000 shares — an estimated $7K sold.

San Luis Wealth Advisors first reported a position in ARC in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 62 funds tracked by Wall St. Rank hold ARC as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining ARC Document Solutions, Inc. position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,000 ARC Document Solutions, Inc. shares in Q2 2022, an estimated $7K.
  • San Luis Wealth Advisors first reported a position in ARC Document Solutions, Inc. in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's ARC Document Solutions, Inc. position peaked at $7K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.