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Riverview Trust Company’s Ares Management ARES Stock Holding History

Riverview Trust Company’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
2025
Q2 		– Sell
-218
Closed -$32K – 248
2025
Q1 		$32K Sell
218
-6
-3% -$1.04K 0.03% 288
2024
Q4 		$39.7K Hold
224
– – 0.04% 257
2024
Q3 		$34.9K Buy
224
+6
+3% +$871 0.03% 298
2024
Q2 		$29.1K Hold
218
– – 0.03% 310
2024
Q1 		$29K Buy
+218
New +$27.8K 0.02% 349
2023
Q4 		– Sell
-218
Closed -$22.4K – 135
2023
Q3 		$22.4K Hold
218
– – 0.02% 355
2023
Q2 		$21K Hold
218
– – 0.02% 346
2023
Q1 		$18.2K Hold
218
– – 0.02% 382
2022
Q4 		$15K Hold
218
– – 0.01% 413
2022
Q3 		$14K Buy
+218
New +$15.2K 0.01% 450
2022
Q2 		– Sell
-252
Closed -$20K – 715
2022
Q1 		$20K Buy
+252
New +$19.4K 0.01% 489

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