Fusion Family Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

Fusion Family Wealth’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
2020 Q1	–	Sell	-100	Closed	-$2K	–	127
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	122
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	124
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	138
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	132
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	221
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	234
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	253
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	240
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	253
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	197
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	246
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	263
2016 Q4	$2K	Buy	+100	New	+$1.68K	﹤0.01%	345

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fusion Family Wealth's ARI Position: Q1 2020 in Review

Fusion Family Wealth sold out of Apollo Commercial Real Estate (ARI) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in ARI in Q4 2016 and held it in 13 quarters. The position peaked at $2K in Q4 2019. 250 funds tracked by Wall St. Rank hold ARI as of Q1 2020.

Fusion Family Wealth reported no remaining Apollo Commercial Real Estate position as of Q1 2020 after selling out during the quarter.
Fusion Family Wealth sold 100 Apollo Commercial Real Estate shares in Q1 2020, an estimated $2K.
Fusion Family Wealth first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 13 quarters.
Fusion Family Wealth's Apollo Commercial Real Estate position peaked at $2K in Q4 2019.
250 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2020.

Based on Fusion Family Wealth's 13F filing for Q1 2020, filed 6 May 2020.