Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ares Management ARES Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-264
Closed -$27.2K – 59
2023
Q3 		$27.2K Buy
+264
New +$26.7K 0.01% 236

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Legacy Financial Group (Iowa)'s ARES Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Ares Management (ARES) in Q4 2023, closing a stake of 264 shares — an estimated $27.2K sold.

Legacy Financial Group (Iowa) first reported a position in ARES in Q3 2023 and held it in 1 quarter. The position peaked at $27.2K in Q3 2023. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Ares Management position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 264 Ares Management shares in Q4 2023, an estimated $27.2K.
  • Legacy Financial Group (Iowa) first reported a position in Ares Management in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Ares Management position peaked at $27.2K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.