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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
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