NFSG
ARI

Newbridge Financial Services Group’s Apollo Commercial Real Estate ARI Stock Holding History

Newbridge Financial Services Group’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
2022
Q4 		– Sell
-5,000
Closed -$42K – 1444
2022
Q3 		$42K Buy
+5,000
New +$57.4K 0.02% 494

Other funds holding ARI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Newbridge Financial Services Group's ARI Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Apollo Commercial Real Estate (ARI) in Q4 2022, closing a stake of 5,000 shares — an estimated $42K sold.

Newbridge Financial Services Group first reported a position in ARI in Q3 2022 and held it in 1 quarter. The position peaked at $42K in Q3 2022. 250 funds tracked by Wall St. Rank hold ARI as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Apollo Commercial Real Estate position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,000 Apollo Commercial Real Estate shares in Q4 2022, an estimated $42K.
  • Newbridge Financial Services Group first reported a position in Apollo Commercial Real Estate in Q3 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's Apollo Commercial Real Estate position peaked at $42K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.