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Tower View Wealth Management’s Ares Capital ARCC Stock Holding History

Tower View 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
2021
Q4 		– Sell
-1,000
Closed -$20K – 188
2021
Q3 		$20K Buy
+1,000
New +$20K 0.01% 136

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OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Tower View Wealth Management's ARCC Position: Q4 2021 in Review

Tower View Wealth Management sold out of Ares Capital (ARCC) in Q4 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Tower View Wealth Management first reported a position in ARCC in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 628 funds tracked by Wall St. Rank hold ARCC as of Q4 2021.

  • Tower View Wealth Management reported no remaining Ares Capital position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,000 Ares Capital shares in Q4 2021, an estimated $20K.
  • Tower View Wealth Management first reported a position in Ares Capital in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Ares Capital position peaked at $20K in Q3 2021.
  • 628 funds tracked by Wall St. Rank held Ares Capital as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.