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National Wealth Management Group’s Ares Management ARES Stock Holding History

National Wealth Management Group’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
-2,484
Closed -$387K – 150
2024
Q3 		$387K Sell
2,484
-2,666
-52% -$387K 0.26% 90
2024
Q2 		$686K Buy
+5,150
New +$703K 0.52% 47

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 $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

National Wealth Management Group's ARES Position: Q4 2024 in Review

National Wealth Management Group sold out of Ares Management (ARES) in Q4 2024, closing a stake of 2,484 shares — an estimated $387K sold.

National Wealth Management Group first reported a position in ARES in Q2 2024 and held it in 2 quarters. The position peaked at $686K in Q2 2024. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • National Wealth Management Group reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 2,484 Ares Management shares in Q4 2024, an estimated $387K.
  • National Wealth Management Group first reported a position in Ares Management in Q2 2024 and held it in 2 quarters.
  • National Wealth Management Group's Ares Management position peaked at $686K in Q2 2024.
  • 730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.