KWA
ARI

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

Kingswood 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
2024
Q1 		– Sell
-18,813
Closed -$221K – 620
2023
Q4 		$221K Buy
+18,813
New +$201K 0.03% 552
2023
Q3 		– Sell
-19,424
Closed -$220K – 422
2023
Q2 		$220K Buy
+19,424
New +$196K 0.07% 240

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $544B AUM 28.31% 1-Year Est. Return

Kingswood Wealth Advisors's ARI Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 18,813 shares — an estimated $221K sold.

Kingswood Wealth Advisors first reported a position in ARI in Q2 2023 and held it in 2 quarters. The position peaked at $221K in Q4 2023. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 18,813 Apollo Commercial Real Estate shares in Q1 2024, an estimated $221K.
  • Kingswood Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Apollo Commercial Real Estate position peaked at $221K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.