Cape Investment Advisory’s Ares Management ARES Stock Holding History

Cape Investment Advisory’s Portfolio ARES Stock Details ARES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$799	Buy
2025 Q2	–	Sell
2025 Q1	$147	Hold
2024 Q4	$177	Buy