BWP
ARES icon

Baldwin Wealth Partners’s Ares Management ARES Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-11
Closed -$1.71K – 281
2024
Q3 		$1.71K Buy
+11
New +$1.6K ﹤0.01% 965

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

Baldwin Wealth Partners's ARES Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Ares Management (ARES) in Q4 2024, closing a stake of 11 shares — an estimated $1.71K sold.

Baldwin Wealth Partners first reported a position in ARES in Q3 2024 and held it in 1 quarter. The position peaked at $1.71K in Q3 2024. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 11 Ares Management shares in Q4 2024, an estimated $1.71K.
  • Baldwin Wealth Partners first reported a position in Ares Management in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Ares Management position peaked at $1.71K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.