SYSTM Wealth Solutions’s Ares Management ARES Stock Holding History

SYSTM Wealth Solutions’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	-17,366	Closed	-$2.31M	–	127
2024 Q2	$2.31M	Sell	17,366 -2,861	-14%	-$391K	0.52%	68
2024 Q1	$2.69M	Buy	20,227 +257	+1%	+$32.8K	0.34%	87
2023 Q4	$2.37M	Sell	19,970 -3,533	-15%	-$384K	0.33%	83
2023 Q3	$2.42M	Buy	23,503 +3,721	+19%	+$376K	0.37%	65
2023 Q2	$1.91M	Buy	19,782 +10,300	+109%	+$890K	0.26%	107
2023 Q1	$791K	Sell	9,482 -4,198	-31%	-$334K	0.12%	208
2022 Q4	$936K	Buy	+13,680	New	+$987K	0.12%	225

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's ARES Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Ares Management (ARES) in Q3 2024, closing a stake of 17,366 shares — an estimated $2.31M sold.

SYSTM Wealth Solutions first reported a position in ARES in Q4 2022 and held it in 7 quarters. The position peaked at $2.69M in Q1 2024. 655 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 17,366 Ares Management shares in Q3 2024, an estimated $2.31M.
SYSTM Wealth Solutions first reported a position in Ares Management in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Ares Management position peaked at $2.69M in Q1 2024.
655 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.