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Whipplewood Advisors’s Ares Management ARES Stock Holding History

Whipplewood Advisors’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.24K Sell
36
-14
-28% -$2.43K ﹤0.01% 653
2025
Q1 		$7.62K Sell
50
-2
-4% -$305 ﹤0.01% 609
2024
Q4 		$9.21K Buy
+52
New +$9.21K 0.01% 567