RW
ARES icon

RVW Wealth’s Ares Management ARES Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-2,500
Closed -$257K – 155
2023
Q3 		$257K Hold
2,500
– – 0.03% 114
2023
Q2 		$241K Hold
2,500
– – 0.03% 136
2023
Q1 		$209K Buy
+2,500
New +$199K 0.03% 152
2022
Q2 		– Sell
-2,500
Closed -$203K – 130
2022
Q1 		$203K Hold
2,500
– – 0.02% 130
2021
Q4 		$203K Buy
+2,500
New +$203K 0.02% 131

Other funds holding ARES

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RVW Wealth's ARES Position: Q4 2023 in Review

RVW Wealth sold out of Ares Management (ARES) in Q4 2023, closing a stake of 2,500 shares — an estimated $257K sold.

RVW Wealth first reported a position in ARES in Q4 2021 and held it in 5 quarters. The position peaked at $257K in Q3 2023. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • RVW Wealth reported no remaining Ares Management position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 2,500 Ares Management shares in Q4 2023, an estimated $257K.
  • RVW Wealth first reported a position in Ares Management in Q4 2021 and held it in 5 quarters.
  • RVW Wealth's Ares Management position peaked at $257K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.