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BRWA
ARI
B. Riley Wealth Advisors’s
Apollo Commercial Real Estate
ARI
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
ARI Stock Details
ARI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$89.6K
Sell
10,052
-3,282
-25%
-$29.5K
﹤0.01%
1108
2024
Q3
$124K
Sell
13,334
-136
-1%
-$1.39K
﹤0.01%
1194
2024
Q2
$137K
Sell
13,470
-1,980
-13%
-$20.4K
﹤0.01%
1285
2024
Q1
$162K
Sell
15,450
-19
-0.1%
-$213
﹤0.01%
1306
2023
Q4
$187K
Buy
15,469
+19
+0.1%
+$203
0.01%
1276
2023
Q3
$162K
Sell
15,450
-61
-0.4%
-$664
﹤0.01%
1306
2023
Q2
$181K
Sell
15,511
-242
-2%
-$2.44K
﹤0.01%
1376
2023
Q1
$152K
Sell
15,753
-676
-4%
-$7.48K
﹤0.01%
1336
2022
Q4
$183K
Buy
16,429
+249
+2%
+$2.72K
0.01%
1287
2022
Q3
$135K
Buy
16,180
+1,866
+13%
+$21.4K
﹤0.01%
1289
2022
Q2
$150K
Buy
14,314
+152
+1%
+$1.86K
0.01%
1083
2022
Q1
$198K
Buy
14,162
+121
+0.9%
+$1.63K
0.01%
1218
2021
Q4
$185K
Sell
14,041
-3,409
-20%
-$49.2K
0.01%
1282
2021
Q3
$259K
Sell
17,450
-797
-4%
-$12.2K
0.01%
1114
2021
Q2
$292K
Buy
18,247
+7,349
+67%
+$113K
0.01%
1035
2021
Q1
$153K
Buy
+10,898
New
+$140K
0.01%
1231
2015
Q1
–
Sell
-200
Closed
-$3
–
654
2014
Q4
$3
Buy
+200
New
+$3.28K
﹤0.01%
3290
Other funds holding ARI
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New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Nomura Holdings
Tokyo, Japan
$37.7B AUM
34.44%
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
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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