AE Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

AE Wealth Management’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
2023 Q3	–	Sell	-58,377	Closed	-$661K	–	1947
2023 Q2	$661K	Sell	58,377 -12,799	-18%	-$129K	﹤0.01%	1255
2023 Q1	$663K	Buy	71,176 +17,820	+33%	+$197K	﹤0.01%	1219
2022 Q4	$574K	Buy	+53,356	New	+$583K	﹤0.01%	1241
2020 Q2	–	Sell	-21,691	Closed	-$161K	–	1261
2020 Q1	$161K	Sell	21,691 -217,104	-91%	-$3.39M	﹤0.01%	1021
2019 Q4	$4.37M	Buy	238,795 +25,986	+12%	+$480K	0.09%	198
2019 Q3	$4.08M	Buy	212,809 +16,918	+9%	+$319K	0.12%	168
2019 Q2	$3.6M	Buy	+195,891	New	+$3.65M	0.11%	163

Other funds holding ARI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management's ARI Position: Q3 2023 in Review

AE Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q3 2023, closing a stake of 58,377 shares — an estimated $661K sold.

AE Wealth Management first reported a position in ARI in Q2 2019 and held it in 7 quarters. The position peaked at $4.37M in Q4 2019. 228 funds tracked by Wall St. Rank hold ARI as of Q3 2023.

AE Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 58,377 Apollo Commercial Real Estate shares in Q3 2023, an estimated $661K.
AE Wealth Management first reported a position in Apollo Commercial Real Estate in Q2 2019 and held it in 7 quarters.
AE Wealth Management's Apollo Commercial Real Estate position peaked at $4.37M in Q4 2019.
228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.