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HB Wealth Management’s Ares Management ARES Stock Holding History

HB Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$920K Buy
5,312
+389
+8% +$67.4K 0.01% 540
2025
Q1 		$722K Buy
4,923
+2,459
+100% +$361K 0.01% 631
2024
Q4 		$436K Buy
2,464
+875
+55% +$155K ﹤0.01% 661
2024
Q3 		$248K Buy
+1,589
New +$248K ﹤0.01% 814