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Kapitalo Investimentos’s Ares Management ARES Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-31
Closed -$3.69K – 289
2023
Q4 		$3.69K Buy
+31
New +$3.37K ﹤0.01% 513

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kapitalo Investimentos's ARES Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Ares Management (ARES) in Q1 2024, closing a stake of 31 shares — an estimated $3.69K sold.

Kapitalo Investimentos first reported a position in ARES in Q4 2023 and held it in 1 quarter. The position peaked at $3.69K in Q4 2023. 607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Ares Management position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 31 Ares Management shares in Q1 2024, an estimated $3.69K.
  • Kapitalo Investimentos first reported a position in Ares Management in Q4 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Ares Management position peaked at $3.69K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.