AWM
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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 – 832
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

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SMFG
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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return