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Carolinas Wealth Consulting’s Ares Management ARES Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-585
Closed -$48.8K – 1063
2023
Q1 		$48.8K Buy
+585
New +$46.5K 0.01% 367

Other funds holding ARES

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Carolinas Wealth Consulting's ARES Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Ares Management (ARES) in Q2 2023, closing a stake of 585 shares — an estimated $48.8K sold.

Carolinas Wealth Consulting first reported a position in ARES in Q1 2023 and held it in 1 quarter. The position peaked at $48.8K in Q1 2023. 445 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Ares Management position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 585 Ares Management shares in Q2 2023, an estimated $48.8K.
  • Carolinas Wealth Consulting first reported a position in Ares Management in Q1 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Ares Management position peaked at $48.8K in Q1 2023.
  • 445 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.