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AdvisorShares Investments’s Ares Management ARES Stock Holding History

AdvisorShares Investments’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,699
Closed -$869K – 239
2022
Q1 		$869K Sell
10,699
-13,057
-55% -$1M 0.14% 79
2021
Q4 		$1.93M Buy
+23,756
New +$1.93M 0.23% 50
2021
Q3 		– Sell
-36,308
Closed -$2.31M – 198
2021
Q2 		$2.31M Buy
+36,308
New +$2.03M 0.32% 20

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AdvisorShares Investments's ARES Position: Q2 2022 in Review

AdvisorShares Investments sold out of Ares Management (ARES) in Q2 2022, closing a stake of 10,699 shares — an estimated $869K sold.

AdvisorShares Investments first reported a position in ARES in Q2 2021 and held it in 3 quarters. The position peaked at $2.31M in Q2 2021. 355 funds tracked by Wall St. Rank hold ARES as of Q2 2022.

  • AdvisorShares Investments reported no remaining Ares Management position as of Q2 2022 after selling out during the quarter.
  • AdvisorShares Investments sold 10,699 Ares Management shares in Q2 2022, an estimated $869K.
  • AdvisorShares Investments first reported a position in Ares Management in Q2 2021 and held it in 3 quarters.
  • AdvisorShares Investments's Ares Management position peaked at $2.31M in Q2 2021.
  • 355 funds tracked by Wall St. Rank held Ares Management as of Q2 2022.

Based on AdvisorShares Investments's 13F filing for Q2 2022, filed 8 Aug 2022.