Cassady Schiller Wealth Management’s Ares Management ARES Stock Holding History

Cassady Schiller 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 Q4	$2.12K	Buy	+12	New	+$2.05K	﹤0.01%	559

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassady Schiller Wealth Management's ARES Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Ares Management (ARES) in Q4 2024: 12 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

Cassady Schiller Wealth Management held 12 shares of Ares Management worth $2.12K as of Q4 2024.
Ares Management was a new Cassady Schiller Wealth Management position in Q4 2024.
Ares Management made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #559 holding.
730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.