EWA
ARI

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

Evolution 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
2021
Q4 		– Sell
-2,147
Closed -$32K – 175
2021
Q3 		$32K Buy
+2,147
New +$32.8K 0.01% 260

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evolution Wealth Advisors's ARI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q4 2021, closing a stake of 2,147 shares — an estimated $32K sold.

Evolution Wealth Advisors first reported a position in ARI in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 228 funds tracked by Wall St. Rank hold ARI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,147 Apollo Commercial Real Estate shares in Q4 2021, an estimated $32K.
  • Evolution Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Apollo Commercial Real Estate position peaked at $32K in Q3 2021.
  • 228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.