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Evoke Wealth’s Ares Management ARES Stock Holding History

Evoke Wealth’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
2025
Q2 		– Sell
-1,543
Closed -$226K – 601
2025
Q1 		$226K Sell
1,543
-57
-4% -$9.85K 0.01% 395
2024
Q4 		$283K Buy
1,600
+235
+17% +$40.1K 0.01% 351
2024
Q3 		$213K Buy
+1,365
New +$198K 0.01% 386
2022
Q4 		– Sell
-470
Closed -$29K – 405
2022
Q3 		$29K Hold
470
– – ﹤0.01% 593
2022
Q2 		$27K Hold
470
– – ﹤0.01% 607
2022
Q1 		$38K Hold
470
– – ﹤0.01% 561
2021
Q4 		$38K Hold
470
– – ﹤0.01% 570
2021
Q3 		$34K Hold
470
– – ﹤0.01% 556
2021
Q2 		$30K Hold
470
– – ﹤0.01% 580
2021
Q1 		$26K Buy
+470
New +$23.6K ﹤0.01% 541

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return