MSWM
ARI

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

McGlone Suttner 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
2024
Q1 		– Sell
-1
Closed -$10 – 209
2023
Q4 		$10 Buy
+1
New +$11 ﹤0.01% 831

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

McGlone Suttner Wealth Management's ARI Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 1 share — an estimated $10 sold.

McGlone Suttner Wealth Management first reported a position in ARI in Q4 2023 and held it in 1 quarter. The position peaked at $10 in Q4 2023. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 Apollo Commercial Real Estate share in Q1 2024, an estimated $10.
  • McGlone Suttner Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Apollo Commercial Real Estate position peaked at $10 in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.