SVB Wealth’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.88M | Sell |
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|
2025
Q2 | $3.87M | Sell |
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|
2025
Q1 | $4.59M | Sell |
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|
2024
Q4 | $9.1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $7.38M | Buy |
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|
2024
Q1 | $6.75M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $384K | Buy |
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