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FGAM
ARI
Financial Gravity Asset Management’s
Apollo Commercial Real Estate
ARI
Stock Holding History
Financial Gravity Asset Management’s Portfolio
ARI Stock Details
ARI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-11
Closed
-$73
–
1154
2022
Q4
$73
Buy
+11
New
+$120
﹤0.01%
1174
2021
Q3
–
Sell
-4
Closed
-$16K
–
951
2021
Q2
$16K
Buy
+4
New
+$62
0.01%
844
2021
Q1
–
Sell
-3
Closed
–
–
765
2020
Q4
$0
Buy
+3
New
+$31
﹤0.01%
483
2020
Q2
–
Sell
-30
Closed
-$226
–
68
2020
Q1
$226
Buy
30
+3
+11%
+$47
﹤0.01%
699
2019
Q4
$18K
Sell
27
-8
-23%
-$148
0.01%
1041
2019
Q3
$1K
Sell
35
-120
-77%
-$2.26K
﹤0.01%
967
2019
Q2
$3K
Sell
155
-303
-66%
-$5.64K
﹤0.01%
767
2019
Q1
$8K
Buy
+458
New
+$8.24K
0.01%
588
2018
Q3
$5K
Sell
265
-10
-4%
-$191
0.01%
714
2018
Q2
$5K
Sell
275
-2,001
-88%
-$36.7K
﹤0.01%
729
2018
Q1
$41K
Buy
+2,276
New
+$41.7K
0.04%
359
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1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Allspring Global Investments
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$59.7B AUM
29.08%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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