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Optimum Investment Advisors’s Ares Management ARES Stock Holding History

Optimum Investment 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
2022
Q1 		– Sell
-2,500
Closed -$203K – 830
2021
Q4 		$203K Hold
2,500
– – 0.08% 217
2021
Q3 		$185K Hold
2,500
– – 0.08% 230
2021
Q2 		$159K Hold
2,500
– – 0.05% 301
2021
Q1 		$140K Hold
2,500
– – 0.04% 322
2020
Q4 		$118K Buy
+2,500
New +$113K 0.04% 326

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
Fidelity Investments
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimum Investment Advisors's ARES Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Ares Management (ARES) in Q1 2022, closing a stake of 2,500 shares — an estimated $203K sold.

Optimum Investment Advisors first reported a position in ARES in Q4 2020 and held it in 5 quarters. The position peaked at $203K in Q4 2021. 366 funds tracked by Wall St. Rank hold ARES as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Ares Management position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,500 Ares Management shares in Q1 2022, an estimated $203K.
  • Optimum Investment Advisors first reported a position in Ares Management in Q4 2020 and held it in 5 quarters.
  • Optimum Investment Advisors's Ares Management position peaked at $203K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Ares Management as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.