Wealthspire Advisors (New York)’s Ares Management ARES Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ARES Stock Details ARES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$375K	Buy
2025 Q2	$334K	Sell
2025 Q1	$376K	Buy
2024 Q4	$396K	Buy
2024 Q3	$257K	Sell
2024 Q2	$223K	Sell
2024 Q1	$237K	Buy
2022 Q1	–	Sell
2021 Q4	$6.18M	Sell
2021 Q3	$5.73M	Buy