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BDO Wealth Advisors’s Ares Management ARES Stock Holding History

BDO Wealth Advisors’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
2020
Q3 		– Sell
-580
Closed -$23K – 867
2020
Q2 		$23K Buy
+580
New +$20.5K ﹤0.01% 408

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BDO Wealth Advisors's ARES Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Ares Management (ARES) in Q3 2020, closing a stake of 580 shares — an estimated $23K sold.

BDO Wealth Advisors first reported a position in ARES in Q2 2020 and held it in 1 quarter. The position peaked at $23K in Q2 2020. 212 funds tracked by Wall St. Rank hold ARES as of Q3 2020.

  • BDO Wealth Advisors reported no remaining Ares Management position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 580 Ares Management shares in Q3 2020, an estimated $23K.
  • BDO Wealth Advisors first reported a position in Ares Management in Q2 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Ares Management position peaked at $23K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Ares Management as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.