AE Wealth Management’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,079
| Closed | -$373K | – | 1189 |
|
|
2023
Q4 | $373K | Buy |
3,079
+466
| +18% | +$56.5K | ﹤0.01% | 1598 |
|
|
2023
Q3 | $269K | Buy |
2,613
+53
| +2% | +$5.45K | ﹤0.01% | 1656 |
|
|
2023
Q2 | $247K | Sell |
2,560
-9,448
| -79% | -$910K | ﹤0.01% | 1673 |
|
|
2023
Q1 | $1M | Buy |
+12,008
| New | +$1M | 0.01% | 1045 |
|