FinTrust Capital Advisors’s Ares Management ARES Stock Holding History

FinTrust Capital 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 Q3	$27.2K	Hold	175	–	–	﹤0.01%	745
2024 Q2	$23.3K	Buy	175 +134	+327%	+$18.3K	﹤0.01%	733
2024 Q1	$5.41K	Hold	41	–	–	﹤0.01%	974
2023 Q4	$4.84K	Hold	41	–	–	﹤0.01%	969
2023 Q3	$4.18K	Buy	+41	New	+$4.15K	﹤0.01%	922
2020 Q4	–	Sell	-1,060	Closed	-$43K	–	1072
2020 Q3	$43K	Hold	1,060	–	–	0.01%	517
2020 Q2	$42K	Buy	1,060 +560	+112%	+$19.8K	0.02%	518
2020 Q1	$15K	Buy	+500	New	+$17.5K	0.01%	684

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FinTrust Capital Advisors's ARES Position: Q3 2024 in Review

FinTrust Capital Advisors held its Ares Management (ARES) position steady in Q3 2024 at 175 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

FinTrust Capital Advisors first reported a position in ARES in Q1 2020 and has held it in 8 quarters since. The position peaked at $43K in Q3 2020. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

FinTrust Capital Advisors held 175 shares of Ares Management worth $27.2K as of Q3 2024.
FinTrust Capital Advisors left its Ares Management share count unchanged in Q3 2024.
Ares Management made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #745 holding.
FinTrust Capital Advisors first reported a position in Ares Management in Q1 2020 and has held it in 8 quarters since.
FinTrust Capital Advisors's Ares Management position peaked at $43K in Q3 2020.
658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.