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Sowell Financial Services’s Apollo Commercial Real Estate ARI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-200
Closed -$3K – 652
2021
Q1 		$3K Buy
+200
New +$2.57K ﹤0.01% 2711
2020
Q1 		– Sell
-65
Closed -$1K – 2407
2019
Q4 		$1K Buy
+65
New +$1.2K ﹤0.01% 2288

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's ARI Position: Q2 2021 in Review

Sowell Financial Services sold out of Apollo Commercial Real Estate (ARI) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in ARI in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 218 funds tracked by Wall St. Rank hold ARI as of Q2 2021.

  • Sowell Financial Services reported no remaining Apollo Commercial Real Estate position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 Apollo Commercial Real Estate shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Apollo Commercial Real Estate in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Apollo Commercial Real Estate position peaked at $3K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.