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

Arkadios 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
2024 Q2	–	Sell	-10,136	Closed	-$113K	–	861
2024 Q1	$113K	Sell	10,136 -377	-4%	-$4.23K	0.01%	671
2023 Q4	$123K	Sell	10,513 -2,028	-16%	-$21.7K	0.01%	664
2023 Q3	$127K	Buy	12,541 +231	+2%	+$2.52K	0.01%	635
2023 Q2	$139K	Buy	12,310 +283	+2%	+$2.86K	0.02%	580
2023 Q1	$112K	Sell	12,027 -2,730	-18%	-$30.2K	0.01%	582
2022 Q4	$159K	Buy	14,757 +286	+2%	+$3.12K	0.02%	534
2022 Q3	$120K	Buy	14,471 +911	+7%	+$10.5K	0.02%	502
2022 Q2	$142K	Buy	+13,560	New	+$166K	0.02%	522

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Arkadios Wealth Advisors's ARI Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q2 2024, closing a stake of 10,136 shares — an estimated $113K sold.

Arkadios Wealth Advisors first reported a position in ARI in Q2 2022 and held it in 8 quarters. The position peaked at $159K in Q4 2022. 231 funds tracked by Wall St. Rank hold ARI as of Q2 2024.

Arkadios Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q2 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,136 Apollo Commercial Real Estate shares in Q2 2024, an estimated $113K.
Arkadios Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q2 2022 and held it in 8 quarters.
Arkadios Wealth Advisors's Apollo Commercial Real Estate position peaked at $159K in Q4 2022.
231 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.