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Atlas Capital Advisors’s Ares Management ARES Stock Holding History

Atlas Capital Advisors’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
2024
Q2 		– Sell
-43
Closed -$5.72K – 895
2024
Q1 		$5.72K Buy
+43
New +$5.49K ﹤0.01% 756

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atlas Capital Advisors's ARES Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Ares Management (ARES) in Q2 2024, closing a stake of 43 shares — an estimated $5.72K sold.

Atlas Capital Advisors first reported a position in ARES in Q1 2024 and held it in 1 quarter. The position peaked at $5.72K in Q1 2024. 617 funds tracked by Wall St. Rank hold ARES as of Q2 2024.

  • Atlas Capital Advisors reported no remaining Ares Management position as of Q2 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 43 Ares Management shares in Q2 2024, an estimated $5.72K.
  • Atlas Capital Advisors first reported a position in Ares Management in Q1 2024 and held it in 1 quarter.
  • Atlas Capital Advisors's Ares Management position peaked at $5.72K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Ares Management as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.