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Sugarloaf Wealth Management’s Ares Capital ARCC Stock Holding History

Sugarloaf 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
2024
Q1 		– Sell
-407
Closed -$8.15K – 678
2023
Q4 		$8.15K Buy
+407
New +$7.94K ﹤0.01% 506

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's ARCC Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Ares Capital (ARCC) in Q1 2024, closing a stake of 407 shares — an estimated $8.15K sold.

Sugarloaf Wealth Management first reported a position in ARCC in Q4 2023 and held it in 1 quarter. The position peaked at $8.15K in Q4 2023. 715 funds tracked by Wall St. Rank hold ARCC as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Ares Capital position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 407 Ares Capital shares in Q1 2024, an estimated $8.15K.
  • Sugarloaf Wealth Management first reported a position in Ares Capital in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Ares Capital position peaked at $8.15K in Q4 2023.
  • 715 funds tracked by Wall St. Rank held Ares Capital as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.