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Kingswood Wealth Advisors’s Ares Management ARES Stock Holding History

Kingswood 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
Q4 		– Sell
-2,914
Closed -$454K – 798
2024
Q3 		$454K Buy
2,914
+96
+3% +$13.9K 0.03% 477
2024
Q2 		$376K Sell
2,818
-1,772
-39% -$242K 0.03% 463
2024
Q1 		$610K Sell
4,590
-133
-3% -$17K 0.07% 296
2023
Q4 		$562K Sell
4,723
-6,584
-58% -$715K 0.06% 314
2023
Q3 		$1.16M Buy
+11,307
New +$1.14M 0.2% 130

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 $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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kingswood Wealth Advisors's ARES Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Ares Management (ARES) in Q4 2024, closing a stake of 2,914 shares — an estimated $454K sold.

Kingswood Wealth Advisors first reported a position in ARES in Q3 2023 and held it in 5 quarters. The position peaked at $1.16M in Q3 2023. 735 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,914 Ares Management shares in Q4 2024, an estimated $454K.
  • Kingswood Wealth Advisors first reported a position in Ares Management in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Ares Management position peaked at $1.16M in Q3 2023.
  • 735 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.