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TFO Wealth Partners’s Ares Management ARES Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$133 – 109
2024
Q1 		$133 Hold
1
– – ﹤0.01% 585
2023
Q4 		$119 Hold
1
– – ﹤0.01% 767
2023
Q3 		$96 Hold
1
– – ﹤0.01% 976
2023
Q2 		$96 Hold
1
– – ﹤0.01% 669
2023
Q1 		$83 Sell
1
-1
-50% -$80 ﹤0.01% 681
2022
Q4 		$109 Buy
+2
New +$144 ﹤0.01% 757

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $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

TFO Wealth Partners's ARES Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ares Management (ARES) in Q2 2024, closing a stake of 1 share — an estimated $133 sold.

TFO Wealth Partners first reported a position in ARES in Q4 2022 and held it in 6 quarters. The position peaked at $133 in Q1 2024. 617 funds tracked by Wall St. Rank hold ARES as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ares Management position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Ares Management share in Q2 2024, an estimated $133.
  • TFO Wealth Partners first reported a position in Ares Management in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Ares Management position peaked at $133 in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Ares Management as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.