HGWM
ARI

Harvest Group Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-29
Closed – – 78
2020
Q4 		$0 Buy
+29
New +$297 ﹤0.01% 643
2020
Q1 		– Sell
-54
Closed – – 506
2019
Q4 		$0 Hold
54
– – ﹤0.01% 963
2019
Q3 		$1K Hold
54
– – ﹤0.01% 826
2019
Q2 		$0 Hold
54
– – ﹤0.01% 906
2019
Q1 		$1K Buy
+54
New +$972 ﹤0.01% 731

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's ARI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2021, closing a stake of 29 shares.

Harvest Group Wealth Management first reported a position in ARI in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 225 funds tracked by Wall St. Rank hold ARI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 29 Apollo Commercial Real Estate shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Apollo Commercial Real Estate in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Apollo Commercial Real Estate position peaked at $1K in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.