Patriot Financial Group Insurance Agency’s Apollo Commercial Real Estate ARI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-300	Closed	-$3K	–	489
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	1599
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	1655
2021 Q4	$4K	Hold	300	–	–	﹤0.01%	1751
2021 Q3	$4K	Hold	300	–	–	﹤0.01%	1743
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	1626
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	1594
2020 Q4	$3K	Hold	300	–	–	﹤0.01%	1535
2020 Q3	$3K	Sell	300 -287	-49%	-$2.64K	﹤0.01%	1338
2020 Q2	$6K	Sell	587 -32	-5%	-$272	﹤0.01%	1111
2020 Q1	$5K	Buy	619 +607	+5,058%	+$9.48K	﹤0.01%	1048
2019 Q4	$0	Buy	+12	New	+$222	﹤0.01%	1313
2019 Q1	–	Sell	-27	Closed	–	–	1223
2018 Q4	$0	Buy	+27	New	+$498	﹤0.01%	979

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ARI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Apollo Commercial Real Estate (ARI) in Q3 2022, closing a stake of 300 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ARI in Q4 2018 and held it in 12 quarters. The position peaked at $6K in Q2 2020. 229 funds tracked by Wall St. Rank hold ARI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Apollo Commercial Real Estate position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 300 Apollo Commercial Real Estate shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Apollo Commercial Real Estate in Q4 2018 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Apollo Commercial Real Estate position peaked at $6K in Q2 2020.
229 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.