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Liberty Wealth Management’s Ares Management ARES Stock Holding History

Liberty 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
2021
Q4 		– Sell
-595
Closed -$49K – 221
2021
Q3 		$49K Buy
595
+450
+310% +$32.4K 0.02% 428
2021
Q2 		$9K Buy
145
+61
+73% +$3.41K ﹤0.01% 667
2021
Q1 		$3K Hold
84
– – ﹤0.01% 755
2020
Q4 		$3K Hold
84
– – ﹤0.01% 751
2020
Q3 		$3K Buy
+84
New +$3.35K ﹤0.01% 693

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Liberty Wealth Management's ARES Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ares Management (ARES) in Q4 2021, closing a stake of 595 shares — an estimated $49K sold.

Liberty Wealth Management first reported a position in ARES in Q3 2020 and held it in 5 quarters. The position peaked at $49K in Q3 2021. 367 funds tracked by Wall St. Rank hold ARES as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ares Management position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 595 Ares Management shares in Q4 2021, an estimated $49K.
  • Liberty Wealth Management first reported a position in Ares Management in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Ares Management position peaked at $49K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Ares Management as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.