Certified Advisory Corp’s Apollo Commercial Real Estate ARI Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-2,388	Closed	-$33K	–	239
2021 Q1	$33K	Buy	+2,388	New	+$30.6K	0.01%	405
2020 Q2	$18K	Buy	1,795 +512	+40%	+$4.34K	0.01%	454
2020 Q1	$10K	Sell	1,283 -189,010	-99%	-$2.95M	﹤0.01%	524
2019 Q4	$3.48M	Sell	190,293 -12,557	-6%	-$232K	1.11%	16
2019 Q3	$3.89M	Sell	202,850 -2,027	-1%	-$38.2K	1.35%	16
2019 Q2	$3.77M	Sell	204,877 -8,356	-4%	-$156K	1.4%	16
2019 Q1	$3.88M	Sell	213,233 -8,541	-4%	-$154K	1.63%	13
2018 Q4	$3.69M	Buy	221,774 +5,210	+2%	+$96.2K	1.92%	10
2018 Q3	$4.09M	Sell	216,564 -1,120	-0.5%	-$21.4K	1.89%	11
2018 Q2	$3.98M	Buy	217,684 +4,845	+2%	+$88.8K	2.21%	8
2018 Q1	$3.83M	Buy	212,839 +1,002	+0.5%	+$18.3K	2.27%	7
2017 Q4	$3.91M	Buy	+211,837	New	+$3.91M	2.81%	6

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Certified Advisory Corp's ARI Position: Q2 2021 in Review

Certified Advisory Corp sold out of Apollo Commercial Real Estate (ARI) in Q2 2021, closing a stake of 2,388 shares — an estimated $33K sold.

Certified Advisory Corp first reported a position in ARI in Q4 2017 and held it in 12 quarters. The position peaked at $4.09M in Q3 2018. 218 funds tracked by Wall St. Rank hold ARI as of Q2 2021.

Certified Advisory Corp reported no remaining Apollo Commercial Real Estate position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,388 Apollo Commercial Real Estate shares in Q2 2021, an estimated $33K.
Certified Advisory Corp first reported a position in Apollo Commercial Real Estate in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Apollo Commercial Real Estate position peaked at $4.09M in Q3 2018.
218 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.