SWM
ARI

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

Selective 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
2022
Q4 		– Sell
-4,300
Closed -$36K – 159
2022
Q3 		$36K Sell
4,300
-2,300
-35% -$26.4K 0.02% 337
2022
Q2 		$69K Buy
6,600
+2,300
+53% +$28.2K 0.02% 266
2022
Q1 		$60K Buy
+4,300
New +$57.9K 0.02% 274

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

Selective Wealth Management's ARI Position: Q4 2022 in Review

Selective Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2022, closing a stake of 4,300 shares — an estimated $36K sold.

Selective Wealth Management first reported a position in ARI in Q1 2022 and held it in 3 quarters. The position peaked at $69K in Q2 2022. 250 funds tracked by Wall St. Rank hold ARI as of Q4 2022.

  • Selective Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 4,300 Apollo Commercial Real Estate shares in Q4 2022, an estimated $36K.
  • Selective Wealth Management first reported a position in Apollo Commercial Real Estate in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Apollo Commercial Real Estate position peaked at $69K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.