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Sheets Smith Wealth Management’s Ares Management ARES Stock Holding History

Sheets Smith Wealth Management’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
2024
Q3 		– Sell
-2,726
Closed -$363K – 376
2024
Q2 		$363K Buy
+2,726
New +$372K 0.04% 291

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sheets Smith Wealth Management's ARES Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of Ares Management (ARES) in Q3 2024, closing a stake of 2,726 shares — an estimated $363K sold.

Sheets Smith Wealth Management first reported a position in ARES in Q2 2024 and held it in 1 quarter. The position peaked at $363K in Q2 2024. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,726 Ares Management shares in Q3 2024, an estimated $363K.
  • Sheets Smith Wealth Management first reported a position in Ares Management in Q2 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Ares Management position peaked at $363K in Q2 2024.
  • 658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.