Pacific Capital Wealth Advisors’s Ares Management ARES Stock Holding History

Pacific Capital Wealth 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
2024 Q4	–	Sell	-9	Closed	-$1.4K	–	410
2024 Q3	$1.4K	Buy	+9	New	+$1.31K	﹤0.01%	416

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacific Capital Wealth Advisors's ARES Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Ares Management (ARES) in Q4 2024, closing a stake of 9 shares — an estimated $1.4K sold.

Pacific Capital Wealth Advisors first reported a position in ARES in Q3 2024 and held it in 1 quarter. The position peaked at $1.4K in Q3 2024. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 9 Ares Management shares in Q4 2024, an estimated $1.4K.
Pacific Capital Wealth Advisors first reported a position in Ares Management in Q3 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Ares Management position peaked at $1.4K in Q3 2024.
730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.