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Simplicity Wealth’s Ares Management ARES Stock Holding History

Simplicity 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
2024
Q3 		– Sell
-1,814
Closed -$242K – 533
2024
Q2 		$242K Sell
1,814
-9
-0.5% -$1.23K 0.01% 1030
2024
Q1 		$242K Buy
+1,823
New +$233K 0.01% 998

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

Simplicity Wealth's ARES Position: Q3 2024 in Review

Simplicity Wealth sold out of Ares Management (ARES) in Q3 2024, closing a stake of 1,814 shares — an estimated $242K sold.

Simplicity Wealth first reported a position in ARES in Q1 2024 and held it in 2 quarters. The position peaked at $242K in Q1 2024. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Simplicity Wealth reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,814 Ares Management shares in Q3 2024, an estimated $242K.
  • Simplicity Wealth first reported a position in Ares Management in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Ares Management position peaked at $242K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.