Wingate Wealth Advisors’s Ares Capital ARCC Stock Holding History

Wingate 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
2025 Q1	–	Sell	-270	Closed	-$5.91K	–	117
2024 Q4	$5.91K	Buy	+270	New	+$5.83K	0.01%	378

Other funds holding ARCC

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wingate Wealth Advisors's ARCC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 270 shares — an estimated $5.91K sold.

Wingate Wealth Advisors first reported a position in ARCC in Q4 2024 and held it in 1 quarter. The position peaked at $5.91K in Q4 2024. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

Wingate Wealth Advisors reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 270 Ares Capital shares in Q1 2025, an estimated $5.91K.
Wingate Wealth Advisors first reported a position in Ares Capital in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Ares Capital position peaked at $5.91K in Q4 2024.
828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.