Sequoia Financial Advisors’s Ares Management ARES Stock Holding History

Sequoia Financial 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
2025 Q2	$614K	Buy
2025 Q1	$456K	Buy
2024 Q4	$529K	Buy
2024 Q3	$399K	Buy
2024 Q2	$329K	Buy
2024 Q1	$305K	Buy
2023 Q4	$265K	Sell
2023 Q3	$231K	Buy