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TCI Wealth Advisors’s Ares Management ARES Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-3
Closed -$251 – 339
2023
Q1 		$251 Hold
3
– – ﹤0.01% 2305
2022
Q4 		$205 Hold
3
– – ﹤0.01% 2333
2022
Q3 		$0 Buy
+3
New +$210 ﹤0.01% 2244

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TCI Wealth Advisors's ARES Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ares Management (ARES) in Q2 2023, closing a stake of 3 shares — an estimated $251 sold.

TCI Wealth Advisors first reported a position in ARES in Q3 2022 and held it in 3 quarters. The position peaked at $251 in Q1 2023. 445 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Ares Management position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Ares Management shares in Q2 2023, an estimated $251.
  • TCI Wealth Advisors first reported a position in Ares Management in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Ares Management position peaked at $251 in Q1 2023.
  • 445 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.