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IBEX Wealth Advisors’s Ares Management ARES Stock Holding History

IBEX Wealth 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 		– Sell
-328
Closed -$43.7K – 87
2024
Q2 		$43.7K Buy
+328
New +$44.8K 0.01% 166
2022
Q2 		– Sell
-97,814
Closed -$7.95M – 156
2022
Q1 		$7.95M Buy
97,814
+2,925
+3% +$225K 1.52% 15
2021
Q4 		$7.71M Buy
94,889
+340
+0.4% +$27.7K 1.37% 17
2021
Q3 		$6.98M Buy
94,549
+966
+1% +$69.6K 1.34% 15
2021
Q2 		$5.95M Buy
93,583
+3,288
+4% +$184K 1.19% 21
2021
Q1 		$5.06M Buy
90,295
+6,647
+8% +$334K 1.25% 24
2020
Q4 		$3.94M Buy
83,648
+3,168
+4% +$143K 1.03% 42
2020
Q3 		$3.25M Buy
80,480
+109
+0.1% +$4.35K 0.94% 46
2020
Q2 		$3.19M Buy
80,371
+395
+0.5% +$14K 1.03% 43
2020
Q1 		$2.47M Buy
+79,976
New +$2.8M 0.96% 45

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return