AWA
ARI

Aaron Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Aaron Wealth Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,110
Closed -$654K – 238
2022
Q1 		$654K Buy
+9,110
New +$123K 0.01% 453

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aaron Wealth Advisors's ARI Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q2 2022, closing a stake of 9,110 shares — an estimated $654K sold.

Aaron Wealth Advisors first reported a position in ARI in Q1 2022 and held it in 1 quarter. The position peaked at $654K in Q1 2022. 232 funds tracked by Wall St. Rank hold ARI as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 9,110 Apollo Commercial Real Estate shares in Q2 2022, an estimated $654K.
  • Aaron Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Apollo Commercial Real Estate position peaked at $654K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.