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

Atlas Private 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
2021 Q2	–	Sell	-1,000	Closed	-$14K	–	779
2021 Q1	$14K	Sell	1,000 -1,000	-50%	-$12.8K	0.01%	444
2020 Q4	$22K	Sell	2,000 -2,000	-50%	-$20.5K	0.01%	319
2020 Q3	$36K	Sell	4,000 -900	-18%	-$8.28K	0.03%	240
2020 Q2	$48K	Buy	+4,900	New	+$41.6K	0.04%	208

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Atlas Private Wealth Advisors's ARI Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q2 2021, closing a stake of 1,000 shares — an estimated $14K sold.

Atlas Private Wealth Advisors first reported a position in ARI in Q2 2020 and held it in 4 quarters. The position peaked at $48K in Q2 2020. 218 funds tracked by Wall St. Rank hold ARI as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,000 Apollo Commercial Real Estate shares in Q2 2021, an estimated $14K.
Atlas Private Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q2 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Apollo Commercial Real Estate position peaked at $48K in Q2 2020.
218 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.