WBI Investments’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
+6,239
| New | +$1.08M | 0.28% | 104 |
|
|
2025
Q1 | – | Sell |
-2,952
| Closed | -$523K | – | 231 |
|
|
2024
Q4 | $523K | Buy |
+2,952
| New | +$523K | 0.13% | 148 |
|
|
2023
Q4 | – | Sell |
-7,300
| Closed | -$751K | – | 200 |
|
|
2023
Q3 | $751K | Buy |
+7,300
| New | +$751K | 0.15% | 122 |
|