JP Morgan Private Wealth Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $151M | Buy |
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|
2023
Q2 | $73.8M | Sell |
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|
2023
Q1 | $66.2M | Buy |
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|
2022
Q4 | $48.9M | Sell |
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|
2022
Q3 | $46.4M | Buy |
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|
2022
Q2 | $39.4M | Buy |
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|
2022
Q1 | $54M | Buy |
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|
2021
Q4 | $50.5M | Buy |
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|
2021
Q3 | $45.1M | Buy |
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|
2021
Q2 | $36.5M | Buy |
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|
2021
Q1 | $21.8M | Sell |
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|
2020
Q4 | $20.5M | Buy |
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|
2020
Q3 | $17.1M | Buy |
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|
2020
Q2 | $8.79M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $648K | Buy |
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