Benjamin F. Edwards & Company’s Apollo Commercial Real Estate ARI Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$10K	Sell	1,000 -220	-18%	-$2.27K	﹤0.01%	1713
2024 Q1	$13K	Buy	1,220 +220	+22%	+$2.47K	﹤0.01%	1626
2023 Q4	$12K	Hold	1,000	–	–	﹤0.01%	1602
2023 Q3	$10K	Hold	1,000	–	–	﹤0.01%	1387
2023 Q2	$11K	Hold	1,000	–	–	﹤0.01%	1384
2023 Q1	$9K	Hold	1,000	–	–	﹤0.01%	1423
2022 Q4	$11K	Hold	1,000	–	–	﹤0.01%	1394
2022 Q3	$8K	Hold	1,000	–	–	﹤0.01%	1423
2022 Q2	$10K	Hold	1,000	–	–	﹤0.01%	1373
2022 Q1	$14K	Hold	1,000	–	–	﹤0.01%	1291
2021 Q4	$13K	Hold	1,000	–	–	﹤0.01%	1320
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	1292
2021 Q2	$16K	Hold	1,000	–	–	﹤0.01%	1267
2021 Q1	$14K	Buy	+1,000	New	+$12.8K	﹤0.01%	1279
2017 Q2	–	Sell	-500	Closed	-$9K	–	1450
2017 Q1	$9K	Buy	+500	New	+$8.88K	﹤0.01%	1034
2016 Q4	–	Sell	-100	Closed	-$2K	–	1231
2016 Q3	$2K	Buy	+100	New	+$1.64K	﹤0.01%	1035

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Benjamin F. Edwards & Company's ARI Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Apollo Commercial Real Estate (ARI) stake by 18% in Q2 2024, selling an estimated $2.27K and leaving 1,000 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Benjamin F. Edwards & Company first reported a position in ARI in Q3 2016 and has held it in 16 quarters since. The position peaked at $16K in Q2 2021. 231 funds tracked by Wall St. Rank hold ARI as of Q2 2024.

Benjamin F. Edwards & Company held 1,000 shares of Apollo Commercial Real Estate worth $10K as of Q2 2024.
Benjamin F. Edwards & Company sold 220 Apollo Commercial Real Estate shares in Q2 2024, an estimated $2.27K.
Apollo Commercial Real Estate made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1713 holding.
Benjamin F. Edwards & Company first reported a position in Apollo Commercial Real Estate in Q3 2016 and has held it in 16 quarters since.
Benjamin F. Edwards & Company's Apollo Commercial Real Estate position peaked at $16K in Q2 2021.
231 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.