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Triad Wealth Partners’s Ares Management ARES Stock Holding History

Triad 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
Q3 		– Sell
-144
Closed -$19.2K – 100
2024
Q2 		$19.2K Buy
+144
New +$19.7K 0.01% 356

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Triad Wealth Partners's ARES Position: Q3 2024 in Review

Triad Wealth Partners sold out of Ares Management (ARES) in Q3 2024, closing a stake of 144 shares — an estimated $19.2K sold.

Triad Wealth Partners first reported a position in ARES in Q2 2024 and held it in 1 quarter. The position peaked at $19.2K in Q2 2024. 655 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Triad Wealth Partners reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 144 Ares Management shares in Q3 2024, an estimated $19.2K.
  • Triad Wealth Partners first reported a position in Ares Management in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Ares Management position peaked at $19.2K in Q2 2024.
  • 655 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.