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

Baystate 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 Q4	$7.54K	Buy	641 +20	+3%	+$214	﹤0.01%	794
2023 Q3	$6.29K	Buy	621 +18	+3%	+$196	﹤0.01%	655
2023 Q2	$6.83K	Buy	603 +22	+4%	+$222	﹤0.01%	640
2023 Q1	$5.41K	Buy	581 +17	+3%	+$188	﹤0.01%	670
2022 Q4	$6K	Buy	564 +22	+4%	+$240	﹤0.01%	653
2022 Q3	$5K	Buy	542 +17	+3%	+$195	﹤0.01%	633
2022 Q2	$5K	Buy	525 +13	+3%	+$159	﹤0.01%	656
2022 Q1	$7K	Buy	512 +12	+2%	+$162	﹤0.01%	617
2021 Q4	$7K	Buy	+500	New	+$7.22K	﹤0.01%	606

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Baystate Wealth Management's ARI Position: Q4 2023 in Review

Baystate Wealth Management increased its Apollo Commercial Real Estate (ARI) stake by 3.2% in Q4 2023, buying an estimated $214 and bringing the position to 641 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Baystate Wealth Management first reported a position in ARI in Q4 2021 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold ARI as of Q4 2023.

Baystate Wealth Management held 641 shares of Apollo Commercial Real Estate worth $7.54K as of Q4 2023.
Baystate Wealth Management bought 20 Apollo Commercial Real Estate shares in Q4 2023, an estimated $214.
Apollo Commercial Real Estate made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #794 holding.
Baystate Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2021 and has held it in 9 quarters since.
233 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.