PWM
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PRW Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

PRW 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
2019
Q2 		– Sell
-25
Closed – – 103
2019
Q1 		$0 Buy
+25
New +$450 ﹤0.01% 682

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

PRW Wealth Management's ARI Position: Q2 2019 in Review

PRW Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2019, closing a stake of 25 shares.

PRW Wealth Management first reported a position in ARI in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 243 funds tracked by Wall St. Rank hold ARI as of Q2 2019.

  • PRW Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 25 Apollo Commercial Real Estate shares in Q2 2019.
  • PRW Wealth Management first reported a position in Apollo Commercial Real Estate in Q1 2019 and held it in 1 quarter.
  • PRW Wealth Management's Apollo Commercial Real Estate position peaked at $0 in Q1 2019.
  • 243 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.