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Global Wealth Management Investment Advisory’s Ares Management ARES Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-462
Closed -$12K – 601
2019
Q3 		$12K Buy
+462
New +$13.2K 0.01% 301

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's ARES Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Ares Management (ARES) in Q4 2019, closing a stake of 462 shares — an estimated $12K sold.

Global Wealth Management Investment Advisory first reported a position in ARES in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 175 funds tracked by Wall St. Rank hold ARES as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Ares Management position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 462 Ares Management shares in Q4 2019, an estimated $12K.
  • Global Wealth Management Investment Advisory first reported a position in Ares Management in Q3 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Ares Management position peaked at $12K in Q3 2019.
  • 175 funds tracked by Wall St. Rank held Ares Management as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.