NC
ARI

NewSquare Capital’s Apollo Commercial Real Estate ARI Stock Holding History

NewSquare 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
Q1 		– Sell
-150
Closed -$1.76K – 443
2023
Q4 		$1.76K Buy
+150
New +$1.61K ﹤0.01% 389

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

NewSquare Capital's ARI Position: Q1 2024 in Review

NewSquare Capital sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 150 shares — an estimated $1.76K sold.

NewSquare Capital first reported a position in ARI in Q4 2023 and held it in 1 quarter. The position peaked at $1.76K in Q4 2023. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • NewSquare Capital reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 150 Apollo Commercial Real Estate shares in Q1 2024, an estimated $1.76K.
  • NewSquare Capital first reported a position in Apollo Commercial Real Estate in Q4 2023 and held it in 1 quarter.
  • NewSquare Capital's Apollo Commercial Real Estate position peaked at $1.76K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.