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	–	319
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

Other funds holding ARES

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Glassman Wealth Services's ARES Position: Q1 2024 in Review

Glassman Wealth Services sold out of Ares Management (ARES) in Q1 2024, closing a stake of 76 shares — an estimated $9.04K sold.

Glassman Wealth Services first reported a position in ARES in Q1 2020 and held it in 16 quarters. The position peaked at $9.04K in Q4 2023. 607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

Glassman Wealth Services reported no remaining Ares Management position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 76 Ares Management shares in Q1 2024, an estimated $9.04K.
Glassman Wealth Services first reported a position in Ares Management in Q1 2020 and held it in 16 quarters.
Glassman Wealth Services's Ares Management position peaked at $9.04K in Q4 2023.
607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.