Cetera Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $5.27M | Buy |
39,648
+31,646
| +395% | +$4.21M | 0.04% | 441 |
|
2023
Q4 | $952K | Buy |
8,002
+402
| +5% | +$47.8K | 0.01% | 797 |
|
2023
Q3 | $782K | Buy |
7,600
+2,096
| +38% | +$216K | 0.01% | 831 |
|
2023
Q2 | $530K | Sell |
5,504
-910
| -14% | -$87.7K | 0.01% | 1019 |
|
2023
Q1 | $535K | Sell |
6,414
-624
| -9% | -$52.1K | 0.01% | 982 |
|
2022
Q4 | $482K | Buy |
+7,038
| New | +$482K | 0.01% | 993 |
|