Safeguard Financial’s Apollo Commercial Real Estate ARI Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-59	Closed	-$1K	–	100
2023 Q2	$1K	Buy	+59	New	+$595	﹤0.01%	486

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safeguard Financial's ARI Position: Q3 2023 in Review

Safeguard Financial sold out of Apollo Commercial Real Estate (ARI) in Q3 2023, closing a stake of 59 shares — an estimated $1K sold.

Safeguard Financial first reported a position in ARI in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 228 funds tracked by Wall St. Rank hold ARI as of Q3 2023.

Safeguard Financial reported no remaining Apollo Commercial Real Estate position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 59 Apollo Commercial Real Estate shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Apollo Commercial Real Estate in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Apollo Commercial Real Estate position peaked at $1K in Q2 2023.
228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.