Ten Capital Wealth Advisors’s Ares Capital ARCC Stock Holding History

Ten Capital 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 Q2	$404K	Buy	21,552 +3,099	+17%	+$57.2K	0.12%	72
2023 Q1	$337K	Buy	18,453 +2,462	+15%	+$46.5K	0.11%	65
2022 Q4	$295K	Buy	15,991 +1,787	+13%	+$33.6K	0.12%	63
2022 Q3	$240K	Buy	14,204 +1,138	+9%	+$22K	0.11%	69
2022 Q2	$234K	Buy	13,066 +7,069	+118%	+$139K	0.1%	69
2022 Q1	$126K	Buy	+5,997	New	+$128K	0.05%	104

Other funds holding ARCC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Ten Capital Wealth Advisors's ARCC Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Ares Capital (ARCC) stake by 17% in Q2 2023, buying an estimated $57.2K and bringing the position to 21,552 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #72.

Ten Capital Wealth Advisors first reported a position in ARCC in Q1 2022 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold ARCC as of Q2 2023.

Ten Capital Wealth Advisors held 21,552 shares of Ares Capital worth $404K as of Q2 2023.
Ten Capital Wealth Advisors bought 3,099 Ares Capital shares in Q2 2023, an estimated $57.2K.
Ares Capital made up 0.12% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #72 holding.
Ten Capital Wealth Advisors first reported a position in Ares Capital in Q1 2022 and has held it in 6 quarters since.
657 funds tracked by Wall St. Rank held Ares Capital as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.