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Money Concepts Capital’s Apollo Commercial Real Estate ARI Stock Holding History

Money Concepts Capital’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
Q3 		– Sell
-11,513
Closed -$113K – 398
2024
Q2 		$113K Buy
+11,513
New +$119K 0.01% 377
2023
Q1 		– Sell
-8,129
Closed -$87.5K – 601
2022
Q4 		$87.5K Buy
8,129
+786
+11% +$8.59K ﹤0.01% 1020
2022
Q3 		$61K Buy
7,343
+304
+4% +$3.49K ﹤0.01% 680
2022
Q2 		$76K Sell
7,039
-2,598
-27% -$31.9K 0.01% 622
2022
Q1 		$134K Buy
+9,637
New +$130K 0.01% 887

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Money Concepts Capital's ARI Position: Q3 2024 in Review

Money Concepts Capital sold out of Apollo Commercial Real Estate (ARI) in Q3 2024, closing a stake of 11,513 shares — an estimated $113K sold.

Money Concepts Capital first reported a position in ARI in Q1 2022 and held it in 5 quarters. The position peaked at $134K in Q1 2022. 240 funds tracked by Wall St. Rank hold ARI as of Q3 2024.

  • Money Concepts Capital reported no remaining Apollo Commercial Real Estate position as of Q3 2024 after selling out during the quarter.
  • Money Concepts Capital sold 11,513 Apollo Commercial Real Estate shares in Q3 2024, an estimated $113K.
  • Money Concepts Capital first reported a position in Apollo Commercial Real Estate in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's Apollo Commercial Real Estate position peaked at $134K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2024.

Based on Money Concepts Capital's 13F filing for Q3 2024, filed 31 Oct 2024.