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WR Wealth Planners’s Ares Management ARES Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.95K Buy
11
+8
+267% +$1.36K ﹤0.01% 863
2024
Q3 		$468 Buy
3
+1
+50% +$145 ﹤0.01% 1037
2024
Q2 		$267 Hold
2
– – ﹤0.01% 1097
2024
Q1 		$266 Buy
+2
New +$255 ﹤0.01% 1122

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's ARES Position: Q4 2024 in Review

WR Wealth Planners increased its Ares Management (ARES) stake by 267% in Q4 2024, buying an estimated $1.36K and bringing the position to 11 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

WR Wealth Planners first reported a position in ARES in Q1 2024 and has held it in 4 quarters since. 731 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • WR Wealth Planners held 11 shares of Ares Management worth $1.95K as of Q4 2024.
  • WR Wealth Planners bought 8 Ares Management shares in Q4 2024, an estimated $1.36K.
  • Ares Management made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #863 holding.
  • WR Wealth Planners first reported a position in Ares Management in Q1 2024 and has held it in 4 quarters since.
  • 731 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.