TD Private Client Wealth’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
6,588
-203
| -3% | -$35.2K | 0.03% | 332 |
|
|
2025
Q1 | $996K | Buy |
6,791
+383
| +6% | +$56.2K | 0.03% | 352 |
|
|
2024
Q4 | $1.13M | Buy |
6,408
+601
| +10% | +$106K | 0.03% | 333 |
|
|
2024
Q3 | $905K | Buy |
+5,807
| New | +$905K | 0.03% | 379 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$665 | – | 1220 |
|
|
2024
Q1 | $665 | Sell |
5
-1,686
| -100% | -$224K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $201K | Sell |
1,691
-851
| -33% | -$101K | 0.01% | 565 |
|
|
2023
Q3 | $261K | Sell |
2,542
-323
| -11% | -$33.2K | 0.01% | 501 |
|
|
2023
Q2 | $276K | Buy |
2,865
+153
| +6% | +$14.7K | 0.01% | 513 |
|
|
2023
Q1 | $226K | Buy |
+2,712
| New | +$226K | 0.01% | 528 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$1.63K | – | 1226 |
|
|
2022
Q1 | $1.63K | Buy |
+20
| New | +$1.63K | ﹤0.01% | 1181 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$1.98K | – | 1107 |
|
|
2020
Q1 | $1.98K | Sell |
64
-10
| -14% | -$309 | ﹤0.01% | 877 |
|
|
2019
Q4 | $2.64K | Buy |
+74
| New | +$2.64K | ﹤0.01% | 884 |
|