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

Liberty 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
2019
Q3 		– Sell
-56
Closed -$1K – 862
2019
Q2 		$1K Buy
+56
New +$1.04K ﹤0.01% 796

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Liberty Wealth Management's ARI Position: Q3 2019 in Review

Liberty Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q3 2019, closing a stake of 56 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in ARI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 243 funds tracked by Wall St. Rank hold ARI as of Q3 2019.

  • Liberty Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 56 Apollo Commercial Real Estate shares in Q3 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in Apollo Commercial Real Estate in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Apollo Commercial Real Estate position peaked at $1K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.