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Capital Performance Advisors’s Ares Management ARES Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-32
Closed -$4.99K – 341
2024
Q3 		$4.99K Buy
+32
New +$4.64K ﹤0.01% 1113

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

Capital Performance Advisors's ARES Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ares Management (ARES) in Q4 2024, closing a stake of 32 shares — an estimated $4.99K sold.

Capital Performance Advisors first reported a position in ARES in Q3 2024 and held it in 1 quarter. The position peaked at $4.99K in Q3 2024. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 32 Ares Management shares in Q4 2024, an estimated $4.99K.
  • Capital Performance Advisors first reported a position in Ares Management in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ares Management position peaked at $4.99K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.