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Regent Peak Wealth Advisors’s Ares Management ARES Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-41
Closed -$2K – 208
2020
Q4 		$2K Buy
+41
New +$1.85K ﹤0.01% 797

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Regent Peak Wealth Advisors's ARES Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ares Management (ARES) in Q1 2021, closing a stake of 41 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in ARES in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 241 funds tracked by Wall St. Rank hold ARES as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ares Management position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 41 Ares Management shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Ares Management in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ares Management position peaked at $2K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Ares Management as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.