LWM
ARI

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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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

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.