Wealthspire Advisors (New York)’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 | $334K | Sell |
1,931
-636
| -25% | -$110K | ﹤0.01% | 639 |
|
|
2025
Q1 | $376K | Buy |
2,567
+331
| +15% | +$48.5K | ﹤0.01% | 584 |
|
|
2024
Q4 | $396K | Buy |
2,236
+590
| +36% | +$104K | ﹤0.01% | 577 |
|
|
2024
Q3 | $257K | Sell |
1,646
-25
| -1% | -$3.9K | ﹤0.01% | 657 |
|
|
2024
Q2 | $223K | Sell |
1,671
-112
| -6% | -$14.9K | ﹤0.01% | 601 |
|
|
2024
Q1 | $237K | Buy |
+1,783
| New | +$237K | ﹤0.01% | 559 |
|
|
2022
Q1 | – | Sell |
-76,037
| Closed | -$6.18M | – | 442 |
|
|
2021
Q4 | $6.18M | Sell |
76,037
-1,528
| -2% | -$124K | 0.14% | 72 |
|
|
2021
Q3 | $5.73M | Buy |
+77,565
| New | +$5.73M | 0.12% | 88 |
|