Lake Point Wealth Management’s Ares Management ARES Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	202
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	185
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	194
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	202
2021 Q2	$6K	Buy	+100	New	+$5.59K	﹤0.01%	224
2020 Q1	$2K	Buy	+50	New	+$1.75K	﹤0.01%	253

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Lake Point Wealth Management's ARES Position: Q2 2022 in Review

Lake Point Wealth Management held its Ares Management (ARES) position steady in Q2 2022 at 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Lake Point Wealth Management first reported a position in ARES in Q1 2020 and has held it in 6 quarters since. The position peaked at $8K in Q1 2022. 355 funds tracked by Wall St. Rank hold ARES as of Q2 2022.

Lake Point Wealth Management held 100 shares of Ares Management worth $6K as of Q2 2022.
Lake Point Wealth Management left its Ares Management share count unchanged in Q2 2022.
Ares Management made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #202 holding.
Lake Point Wealth Management first reported a position in Ares Management in Q1 2020 and has held it in 6 quarters since.
Lake Point Wealth Management's Ares Management position peaked at $8K in Q1 2022.
355 funds tracked by Wall St. Rank held Ares Management as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.