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Significant Wealth Partners’s Ares Capital ARCC Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-28,201
Closed -$587K – 78
2024
Q1 		$587K Buy
28,201
+16,077
+133% +$326K 0.39% 68
2023
Q4 		$243K Buy
+12,124
New +$236K 0.18% 129

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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Significant Wealth Partners's ARCC Position: Q2 2024 in Review

Significant Wealth Partners sold out of Ares Capital (ARCC) in Q2 2024, closing a stake of 28,201 shares — an estimated $587K sold.

Significant Wealth Partners first reported a position in ARCC in Q4 2023 and held it in 2 quarters. The position peaked at $587K in Q1 2024. 736 funds tracked by Wall St. Rank hold ARCC as of Q2 2024.

  • Significant Wealth Partners reported no remaining Ares Capital position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 28,201 Ares Capital shares in Q2 2024, an estimated $587K.
  • Significant Wealth Partners first reported a position in Ares Capital in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's Ares Capital position peaked at $587K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Ares Capital as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.