Cetera Advisor Networks’s Ares Management ARES Stock Holding History

Cetera Advisor Networks’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 Q1	$2.62M	Buy	19,737 +502	+3%	+$64.1K	0.01%	902
2023 Q4	$2.29M	Buy	19,235 +1,910	+11%	+$207K	0.01%	911
2023 Q3	$1.78M	Sell	17,325 -272	-2%	-$27.5K	0.01%	947
2023 Q2	$1.7M	Sell	17,597 -816	-4%	-$70.5K	0.01%	936
2023 Q1	$1.54M	Buy	18,413 +2,350	+15%	+$187K	0.01%	974
2022 Q4	$1.1M	Buy	+16,063	New	+$1.16M	0.01%	1137
2020 Q3	–	Sell	-1,000	Closed	-$40K	–	1323
2020 Q2	$40K	Buy	+1,000	New	+$35.3K	﹤0.01%	2027

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisor Networks's ARES Position: Q1 2024 in Review

Cetera Advisor Networks increased its Ares Management (ARES) stake by 2.6% in Q1 2024, buying an estimated $64.1K and bringing the position to 19,737 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #902.

Cetera Advisor Networks first reported a position in ARES in Q2 2020 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

Cetera Advisor Networks held 19,737 shares of Ares Management worth $2.62M as of Q1 2024.
Cetera Advisor Networks bought 502 Ares Management shares in Q1 2024, an estimated $64.1K.
Ares Management made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #902 holding.
Cetera Advisor Networks first reported a position in Ares Management in Q2 2020 and has held it in 7 quarters since.
608 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.