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Beaird Harris Wealth Management’s Ares Management ARES Stock Holding History

Beaird Harris 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
Q3 		– Sell
-1
Closed -$122 – 524
2024
Q2 		$122 Buy
+1
New +$137 ﹤0.01% 657
2023
Q1 		– Sell
-47
Closed -$3.22K – 500
2022
Q4 		$3.22K Buy
+47
New +$3.39K ﹤0.01% 497

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beaird Harris Wealth Management's ARES Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Ares Management (ARES) in Q3 2024, closing a stake of 1 share — an estimated $122 sold.

Beaird Harris Wealth Management first reported a position in ARES in Q4 2022 and held it in 2 quarters. The position peaked at $3.22K in Q4 2022. 655 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 Ares Management share in Q3 2024, an estimated $122.
  • Beaird Harris Wealth Management first reported a position in Ares Management in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Ares Management position peaked at $3.22K in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.