Envestnet Portfolio Solutions’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.92M | Sell |
22,635
-6,223
| -22% | -$1.08M | 0.01% | 415 |
|
2025
Q1 | $4.23M | Sell |
28,858
-9,521
| -25% | -$1.4M | 0.02% | 402 |
|
2024
Q4 | $6.79M | Sell |
38,379
-1,415
| -4% | -$251K | 0.02% | 333 |
|
2024
Q3 | $6.2M | Buy |
39,794
+5,803
| +17% | +$904K | 0.02% | 341 |
|
2024
Q2 | $4.53M | Buy |
33,991
+2,104
| +7% | +$280K | 0.02% | 393 |
|
2024
Q1 | $4.24M | Sell |
31,887
-4,705
| -13% | -$626K | 0.02% | 420 |
|
2023
Q4 | $4.35M | Sell |
36,592
-3,646
| -9% | -$434K | 0.02% | 364 |
|
2023
Q3 | $4.14M | Buy |
+40,238
| New | +$4.14M | 0.02% | 359 |
|