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