Beacon Investment Advisory Services’s Apollo Commercial Real Estate ARI Stock Holding History

Beacon Investment Advisory Services’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
2020 Q3	–	Sell	-12,602	Closed	-$124K	–	256
2020 Q2	$124K	Hold	12,602	–	–	0.01%	238
2020 Q1	$94K	Hold	12,602	–	–	0.01%	227
2019 Q4	$230K	Hold	12,602	–	–	0.01%	236
2019 Q3	$242K	Hold	12,602	–	–	0.02%	213
2019 Q2	$232K	Buy	+12,602	New	+$235K	0.02%	213
2019 Q1	–	Hold	0	–	–	–	212
2018 Q4	–	Sell	-12,602	Closed	-$233K	–	236
2018 Q3	$238K	Buy	+12,602	New	+$240K	0.02%	240
2018 Q2	–	Sell	-12,602	Closed	-$231K	–	236
2018 Q1	$227K	Hold	12,602	–	–	0.02%	239
2017 Q4	$233K	Hold	12,602	–	–	0.02%	225
2017 Q3	$228K	Buy	+12,602	New	+$228K	0.02%	247

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Beacon Investment Advisory Services's ARI Position: Q3 2020 in Review

Beacon Investment Advisory Services sold out of Apollo Commercial Real Estate (ARI) in Q3 2020, closing a stake of 12,602 shares — an estimated $124K sold.

Beacon Investment Advisory Services first reported a position in ARI in Q3 2017 and held it in 9 quarters. The position peaked at $242K in Q3 2019. 217 funds tracked by Wall St. Rank hold ARI as of Q3 2020.

Beacon Investment Advisory Services reported no remaining Apollo Commercial Real Estate position as of Q3 2020 after selling out during the quarter.
Beacon Investment Advisory Services sold 12,602 Apollo Commercial Real Estate shares in Q3 2020, an estimated $124K.
Beacon Investment Advisory Services first reported a position in Apollo Commercial Real Estate in Q3 2017 and held it in 9 quarters.
Beacon Investment Advisory Services's Apollo Commercial Real Estate position peaked at $242K in Q3 2019.
217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2020.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2020, filed 29 Oct 2020.