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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

IBEX Wealth Advisors's ARES Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Ares Management (ARES) in Q3 2024, closing a stake of 328 shares — an estimated $43.7K sold.

IBEX Wealth Advisors first reported a position in ARES in Q1 2020 and held it in 10 quarters. The position peaked at $7.95M in Q1 2022. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

IBEX Wealth Advisors reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 328 Ares Management shares in Q3 2024, an estimated $43.7K.
IBEX Wealth Advisors first reported a position in Ares Management in Q1 2020 and held it in 10 quarters.
IBEX Wealth Advisors's Ares Management position peaked at $7.95M in Q1 2022.
658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.