CWA
ARI

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

Cascade 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
2024
Q3 		– Sell
-12,500
Closed -$133K – 51
2024
Q2 		$133K Hold
12,500
– – 0.1% 51
2024
Q1 		$135K Buy
+12,500
New +$140K 0.11% 49

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cascade Wealth Advisors's ARI Position: Q3 2024 in Review

Cascade Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q3 2024, closing a stake of 12,500 shares — an estimated $133K sold.

Cascade Wealth Advisors first reported a position in ARI in Q1 2024 and held it in 2 quarters. The position peaked at $135K in Q1 2024. 240 funds tracked by Wall St. Rank hold ARI as of Q3 2024.

  • Cascade Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q3 2024 after selling out during the quarter.
  • Cascade Wealth Advisors sold 12,500 Apollo Commercial Real Estate shares in Q3 2024, an estimated $133K.
  • Cascade Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q1 2024 and held it in 2 quarters.
  • Cascade Wealth Advisors's Apollo Commercial Real Estate position peaked at $135K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2024.

Based on Cascade Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.