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Baystate Wealth Management’s Ares Management ARES Stock Holding History

Baystate 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
2023
Q3 		– Sell
-7
Closed -$686 – 1033
2023
Q2 		$686 Hold
7
– – ﹤0.01% 961
2023
Q1 		$590 Buy
+7
New +$557 ﹤0.01% 968

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baystate Wealth Management's ARES Position: Q3 2023 in Review

Baystate Wealth Management sold out of Ares Management (ARES) in Q3 2023, closing a stake of 7 shares — an estimated $686 sold.

Baystate Wealth Management first reported a position in ARES in Q1 2023 and held it in 2 quarters. The position peaked at $686 in Q2 2023. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • Baystate Wealth Management reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 7 Ares Management shares in Q3 2023, an estimated $686.
  • Baystate Wealth Management first reported a position in Ares Management in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Ares Management position peaked at $686 in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.