Avior Wealth Management’s Ares Management ARES Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-39	Closed	-$6.9K	–	831
2024 Q4	$6.9K	Hold	39	–	–	﹤0.01%	1754
2024 Q3	$6.08K	Hold	39	–	–	﹤0.01%	1711
2024 Q2	$5.2K	Sell	39 -581	-94%	-$79.3K	﹤0.01%	1711
2024 Q1	$82.6K	Buy	+620	New	+$79.2K	﹤0.01%	1036
2023 Q2	–	Sell	-7,655	Closed	-$639K	–	1566
2023 Q1	$639K	Buy	7,655 +223	+3%	+$17.7K	0.04%	279
2022 Q4	$509K	Buy	7,432 +1,690	+29%	+$122K	0.04%	299
2022 Q3	$355K	Buy	5,742 +92	+2%	+$6.43K	0.03%	350
2022 Q2	$321K	Sell	5,650 -753	-12%	-$52.1K	0.03%	343
2022 Q1	$520K	Sell	6,403 -1,012	-14%	-$77.7K	0.04%	290
2021 Q4	$602K	Hold	7,415	–	–	0.05%	289
2021 Q3	$547K	Buy	+7,415	New	+$534K	0.05%	297

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Avior Wealth Management's ARES Position: Q1 2025 in Review

Avior Wealth Management sold out of Ares Management (ARES) in Q1 2025, closing a stake of 39 shares — an estimated $6.9K sold.

Avior Wealth Management first reported a position in ARES in Q3 2021 and held it in 11 quarters. The position peaked at $639K in Q1 2023. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Avior Wealth Management reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 39 Ares Management shares in Q1 2025, an estimated $6.9K.
Avior Wealth Management first reported a position in Ares Management in Q3 2021 and held it in 11 quarters.
Avior Wealth Management's Ares Management position peaked at $639K in Q1 2023.
745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.