FAIM
ARI

Financial Advocates Investment Management’s Apollo Commercial Real Estate ARI Stock Holding History

Financial Advocates Investment Management’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
2023
Q2 		– Sell
-307,041
Closed -$2.86M – 700
2023
Q1 		$2.86M Buy
307,041
+7,069
+2% +$78.3K 0.21% 117
2022
Q4 		$3.23M Buy
299,972
+120,051
+67% +$1.31M 0.24% 103
2022
Q3 		$1.49M Buy
179,921
+24,013
+15% +$276K 0.12% 189
2022
Q2 		$1.63M Sell
155,908
-16,730
-10% -$205K 0.13% 193
2022
Q1 		$2.4M Sell
172,638
-4,511
-3% -$60.7K 0.16% 148
2021
Q4 		$2.33M Buy
177,149
+3,611
+2% +$52.2K 0.15% 160
2021
Q3 		$2.57M Buy
173,538
+3,448
+2% +$52.7K 0.17% 143
2021
Q2 		$2.71M Buy
170,090
+421
+0.2% +$6.5K 0.18% 136
2021
Q1 		$2.37M Sell
169,669
-1,778
-1% -$22.8K 0.17% 138
2020
Q4 		$1.92M Sell
171,447
-145
-0.1% -$1.49K 0.13% 181
2020
Q3 		$1.55M Sell
171,592
-11,633
-6% -$107K 0.13% 170
2020
Q2 		$1.8M Buy
+183,225
New +$1.55M 0.17% 148

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Advocates Investment Management's ARI Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2023, closing a stake of 307,041 shares — an estimated $2.86M sold.

Financial Advocates Investment Management first reported a position in ARI in Q2 2020 and held it in 12 quarters. The position peaked at $3.23M in Q4 2022. 240 funds tracked by Wall St. Rank hold ARI as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Apollo Commercial Real Estate position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 307,041 Apollo Commercial Real Estate shares in Q2 2023, an estimated $2.86M.
  • Financial Advocates Investment Management first reported a position in Apollo Commercial Real Estate in Q2 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's Apollo Commercial Real Estate position peaked at $3.23M in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.