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Tyler-Stone Wealth Management’s Ares Management ARES Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-67
Closed -$8.93K – 347
2024
Q2 		$8.93K Sell
67
-8
-11% -$1.09K ﹤0.01% 674
2024
Q1 		$9.97K Hold
75
– – ﹤0.01% 655
2023
Q4 		$8.92K Hold
75
– – ﹤0.01% 653
2023
Q3 		$8K Hold
75
– – ﹤0.01% 639
2023
Q2 		$7K Buy
+75
New +$6.48K ﹤0.01% 658

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Tyler-Stone Wealth Management's ARES Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Ares Management (ARES) in Q3 2024, closing a stake of 67 shares — an estimated $8.93K sold.

Tyler-Stone Wealth Management first reported a position in ARES in Q2 2023 and held it in 5 quarters. The position peaked at $9.97K in Q1 2024. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 67 Ares Management shares in Q3 2024, an estimated $8.93K.
  • Tyler-Stone Wealth Management first reported a position in Ares Management in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Ares Management position peaked at $9.97K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.