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Glassman Wealth Services’s Ares Management ARES Stock Holding History

Glassman Wealth Services’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 		– Sell
-76
Closed -$9.04K – 320
2023
Q4 		$9.04K Hold
76
– – ﹤0.01% 912
2023
Q3 		$7.82K Hold
76
– – ﹤0.01% 923
2023
Q2 		$7.32K Hold
76
– – ﹤0.01% 886
2023
Q1 		$6.34K Buy
76
+3
+4% +$239 ﹤0.01% 935
2022
Q4 		$5K Buy
73
+2
+3% +$144 ﹤0.01% 1018
2022
Q3 		$4K Sell
71
-1
-1% -$70 ﹤0.01% 1027
2022
Q2 		$4K Buy
72
+49
+213% +$3.39K ﹤0.01% 1050
2022
Q1 		$2K Buy
23
+11
+92% +$845 ﹤0.01% 1188
2021
Q4 		$1K Buy
12
+3
+33% +$244 ﹤0.01% 1295
2021
Q3 		$1K Hold
9
– – ﹤0.01% 1270
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1224
2021
Q1 		$1K Hold
9
– – ﹤0.01% 1184
2020
Q4 		$0 Hold
9
– – ﹤0.01% 1341
2020
Q3 		$0 Hold
9
– – ﹤0.01% 1314
2020
Q2 		$0 Sell
9
-3
-25% -$106 ﹤0.01% 1208
2020
Q1 		$0 Buy
+12
New +$420 ﹤0.01% 1118

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Fidelity Investments
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Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return