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Realta Investment Advisors’s Ares Management ARES Stock Holding History

Realta 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
2019
Q4 		– Sell
-498
Closed -$13K – 1587
2019
Q3 		$13K Sell
498
-187
-27% -$5.35K ﹤0.01% 1041
2019
Q2 		$18K Hold
685
– – 0.01% 957
2019
Q1 		$16K Buy
+685
New +$15K 0.01% 805

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Realta Investment Advisors's ARES Position: Q4 2019 in Review

Realta Investment Advisors sold out of Ares Management (ARES) in Q4 2019, closing a stake of 498 shares — an estimated $13K sold.

Realta Investment Advisors first reported a position in ARES in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2019. 175 funds tracked by Wall St. Rank hold ARES as of Q4 2019.

  • Realta Investment Advisors reported no remaining Ares Management position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 498 Ares Management shares in Q4 2019, an estimated $13K.
  • Realta Investment Advisors first reported a position in Ares Management in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Ares Management position peaked at $18K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held Ares Management as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.