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Cetera Advisors’s Ares Management ARES Stock Holding History

Cetera 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
Q1 		$5.27M Buy
39,648
+31,646
+395% +$4.04M 0.04% 441
2023
Q4 		$952K Buy
8,002
+402
+5% +$43.6K 0.01% 797
2023
Q3 		$782K Buy
7,600
+2,096
+38% +$212K 0.01% 831
2023
Q2 		$530K Sell
5,504
-910
-14% -$78.7K 0.01% 1019
2023
Q1 		$535K Sell
6,414
-624
-9% -$49.6K 0.01% 982
2022
Q4 		$482K Buy
+7,038
New +$508K 0.01% 993

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisors's ARES Position: Q1 2024 in Review

Cetera Advisors increased its Ares Management (ARES) stake by 395% in Q1 2024, buying an estimated $4.04M and bringing the position to 39,648 shares worth $5.27M. The position accounts for 0.04% of the portfolio, ranked #441.

Cetera Advisors first reported a position in ARES in Q4 2022 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Cetera Advisors held 39,648 shares of Ares Management worth $5.27M as of Q1 2024.
  • Cetera Advisors bought 31,646 Ares Management shares in Q1 2024, an estimated $4.04M.
  • Ares Management made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #441 holding.
  • Cetera Advisors first reported a position in Ares Management in Q4 2022 and has held it in 6 quarters since.
  • 607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

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