Tradition Wealth Management’s Ares Management ARES Stock Holding History

Tradition Wealth Management’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	-1,303	Closed	-$109K	–	1386
2023 Q1	$109K	Hold	1,303	–	–	0.01%	420
2022 Q4	$89K	Sell	1,303 -1,200	-48%	-$86.6K	0.01%	405
2022 Q3	$155K	Buy	2,503 +5	+0.2%	+$350	0.02%	295
2022 Q2	$142K	Hold	2,498	–	–	0.02%	305
2022 Q1	$203K	Hold	2,498	–	–	0.03%	289
2021 Q4	$203K	Hold	2,498	–	–	0.03%	302
2021 Q3	$184K	Hold	2,498	–	–	0.03%	287
2021 Q2	$159K	Buy	+2,498	New	+$140K	0.02%	318

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tradition Wealth Management's ARES Position: Q2 2023 in Review

Tradition Wealth Management sold out of Ares Management (ARES) in Q2 2023, closing a stake of 1,303 shares — an estimated $109K sold.

Tradition Wealth Management first reported a position in ARES in Q2 2021 and held it in 8 quarters. The position peaked at $203K in Q1 2022. 445 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

Tradition Wealth Management reported no remaining Ares Management position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,303 Ares Management shares in Q2 2023, an estimated $109K.
Tradition Wealth Management first reported a position in Ares Management in Q2 2021 and held it in 8 quarters.
Tradition Wealth Management's Ares Management position peaked at $203K in Q1 2022.
445 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.