Wipfli Financial Advisors’s Ares Management ARES Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$10K	Buy	+169	New	+$11.8K	﹤0.01%	1830

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's ARES Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Ares Management (ARES) in Q3 2022: 169 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1830 among its holdings.

371 funds tracked by Wall St. Rank hold ARES as of Q3 2022.

Wipfli Financial Advisors held 169 shares of Ares Management worth $10K as of Q3 2022.
Ares Management was a new Wipfli Financial Advisors position in Q3 2022.
Ares Management made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1830 holding.
371 funds tracked by Wall St. Rank held Ares Management as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.