Baldwin Wealth Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-1,000	Closed	-$11.7K	–	698
2023 Q4	$11.7K	Hold	1,000	–	–	﹤0.01%	557
2023 Q3	$10.1K	Hold	1,000	–	–	﹤0.01%	576
2023 Q2	$11.3K	Hold	1,000	–	–	﹤0.01%	585
2023 Q1	$9.31K	Hold	1,000	–	–	﹤0.01%	624
2022 Q4	$10.8K	Hold	1,000	–	–	﹤0.01%	603
2022 Q3	$8K	Hold	1,000	–	–	﹤0.01%	529
2022 Q2	$10K	Hold	1,000	–	–	﹤0.01%	530
2022 Q1	$14K	Hold	1,000	–	–	﹤0.01%	508
2021 Q4	$13K	Hold	1,000	–	–	﹤0.01%	482
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	475
2021 Q2	$16K	Hold	1,000	–	–	﹤0.01%	487
2021 Q1	$14K	Hold	1,000	–	–	﹤0.01%	487
2020 Q4	$11K	Hold	1,000	–	–	﹤0.01%	442
2020 Q3	$9K	Hold	1,000	–	–	﹤0.01%	437
2020 Q2	$10K	Hold	1,000	–	–	﹤0.01%	429
2020 Q1	$7K	Hold	1,000	–	–	﹤0.01%	444
2019 Q4	$18K	Hold	1,000	–	–	﹤0.01%	413
2019 Q3	$19K	Hold	1,000	–	–	﹤0.01%	407
2019 Q2	$18K	Hold	1,000	–	–	﹤0.01%	404
2019 Q1	$18K	Hold	1,000	–	–	﹤0.01%	402
2018 Q4	$17K	Hold	1,000	–	–	﹤0.01%	394
2018 Q3	$19K	Hold	1,000	–	–	﹤0.01%	403
2018 Q2	$18K	Hold	1,000	–	–	﹤0.01%	408
2018 Q1	$18K	Hold	1,000	–	–	﹤0.01%	389
2017 Q4	$18K	Hold	1,000	–	–	﹤0.01%	384
2017 Q3	$18K	Hold	1,000	–	–	﹤0.01%	378
2017 Q2	$19K	Hold	1,000	–	–	﹤0.01%	378
2017 Q1	$19K	Hold	1,000	–	–	﹤0.01%	370
2016 Q4	$17K	Hold	1,000	–	–	﹤0.01%	379
2016 Q3	$16K	Buy	+1,000	New	+$16.4K	﹤0.01%	401

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baldwin Wealth Partners's ARI Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 1,000 shares — an estimated $11.7K sold.

Baldwin Wealth Partners first reported a position in ARI in Q3 2016 and held it in 30 quarters. The position peaked at $19K in Q3 2019. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

Baldwin Wealth Partners reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 Apollo Commercial Real Estate shares in Q1 2024, an estimated $11.7K.
Baldwin Wealth Partners first reported a position in Apollo Commercial Real Estate in Q3 2016 and held it in 30 quarters.
Baldwin Wealth Partners's Apollo Commercial Real Estate position peaked at $19K in Q3 2019.
239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.