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Sutton Wealth Advisors’s Ares Capital ARCC Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$399 Buy
21
+1
+5% +$19 ﹤0.01% 818
2023
Q2 		$376 Buy
+20
New +$369 ﹤0.01% 815

Other funds holding ARCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's ARCC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Ares Capital (ARCC) stake by 5% in Q3 2023, buying an estimated $19 and bringing the position to 21 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Sutton Wealth Advisors first reported a position in ARCC in Q2 2023 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold ARCC as of Q3 2023.

  • Sutton Wealth Advisors held 21 shares of Ares Capital worth $399 as of Q3 2023.
  • Sutton Wealth Advisors bought 1 Ares Capital share in Q3 2023, an estimated $19.
  • Ares Capital made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #818 holding.
  • Sutton Wealth Advisors first reported a position in Ares Capital in Q2 2023 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Ares Capital as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.