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Avitas Wealth Management’s Ares Management ARES Stock Holding History

Avitas 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
2024
Q4 		$394K Sell
2,228
-61
-3% -$10.4K 0.05% 164
2024
Q3 		$357K Sell
2,289
-174
-7% -$25.2K 0.05% 176
2024
Q2 		$328K Sell
2,463
-143
-5% -$19.5K 0.05% 187
2024
Q1 		$347K Sell
2,606
-23
-0.9% -$2.94K 0.05% 192
2023
Q4 		$313K Sell
2,629
-16
-0.6% -$1.74K 0.05% 183
2023
Q3 		$272K Sell
2,645
-85
-3% -$8.6K 0.05% 193
2023
Q2 		$263K Sell
2,730
-42
-2% -$3.63K 0.05% 188
2023
Q1 		$231K Buy
+2,772
New +$220K 0.05% 194

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $1.56T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avitas Wealth Management's ARES Position: Q4 2024 in Review

Avitas Wealth Management reduced its Ares Management (ARES) stake by 2.7% in Q4 2024, selling an estimated $10.4K and leaving 2,228 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #164.

Avitas Wealth Management first reported a position in ARES in Q1 2023 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Avitas Wealth Management held 2,228 shares of Ares Management worth $394K as of Q4 2024.
  • Avitas Wealth Management sold 61 Ares Management shares in Q4 2024, an estimated $10.4K.
  • Ares Management made up 0.05% of Avitas Wealth Management's portfolio in Q4 2024, its #164 holding.
  • Avitas Wealth Management first reported a position in Ares Management in Q1 2023 and has held it in 8 quarters since.
  • 730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.