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

BDO 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
2023 Q2	$7.74K	Sell	684 -3,300	-83%	-$33.3K	﹤0.01%	727
2023 Q1	$37.1K	Sell	3,984 -4,350	-52%	-$48.2K	﹤0.01%	473
2022 Q4	$89.7K	Hold	8,334	–	–	0.01%	346
2022 Q3	$69K	Hold	8,334	–	–	0.01%	369
2022 Q2	$87K	Hold	8,334	–	–	0.01%	342
2022 Q1	$116K	Sell	8,334 -3,000	-26%	-$40.4K	0.01%	323
2021 Q4	$149K	Sell	11,334 -793	-7%	-$11.5K	0.02%	307
2021 Q3	$180K	Sell	12,127 -6,226	-34%	-$95.2K	0.02%	296
2021 Q2	$293K	Hold	18,353	–	–	0.03%	241
2021 Q1	$256K	Buy	+18,353	New	+$236K	0.03%	251
2020 Q2	–	Sell	-2,910	Closed	-$22K	–	691
2020 Q1	$22K	Sell	2,910 -1,200	-29%	-$18.7K	﹤0.01%	435
2019 Q4	$75K	Hold	4,110	–	–	0.02%	264
2019 Q3	$79K	Hold	4,110	–	–	0.02%	272
2019 Q2	$76K	Buy	4,110 +2,910	+243%	+$54.2K	0.02%	266
2019 Q1	$22K	Hold	1,200	–	–	0.01%	365
2018 Q4	$20K	Hold	1,200	–	–	0.01%	343
2018 Q3	$23K	Hold	1,200	–	–	0.01%	367
2018 Q2	$22K	Buy	+1,200	New	+$22K	0.01%	375

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's ARI Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Apollo Commercial Real Estate (ARI) stake by 83% in Q2 2023, selling an estimated $33.3K and leaving 684 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

BDO Wealth Advisors first reported a position in ARI in Q2 2018 and has held it in 18 quarters since. The position peaked at $293K in Q2 2021. 240 funds tracked by Wall St. Rank hold ARI as of Q2 2023.

BDO Wealth Advisors held 684 shares of Apollo Commercial Real Estate worth $7.74K as of Q2 2023.
BDO Wealth Advisors sold 3,300 Apollo Commercial Real Estate shares in Q2 2023, an estimated $33.3K.
Apollo Commercial Real Estate made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #727 holding.
BDO Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q2 2018 and has held it in 18 quarters since.
BDO Wealth Advisors's Apollo Commercial Real Estate position peaked at $293K in Q2 2021.
240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.