SCA
ARI

Spearhead Capital Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Spearhead Capital Advisors’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 		$236K Hold
28,463
– – 0.26% 91
2022
Q2 		$297K Buy
28,463
+11,327
+66% +$139K 0.04% 129
2022
Q1 		$239K Buy
+17,136
New +$231K 0.03% 169

Other funds holding ARI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spearhead Capital Advisors's ARI Position: Q3 2022 in Review

Spearhead Capital Advisors held its Apollo Commercial Real Estate (ARI) position steady in Q3 2022 at 28,463 shares worth $236K. The position accounts for 0.26% of the portfolio, ranked #91.

Spearhead Capital Advisors first reported a position in ARI in Q1 2022 and has held it in 3 quarters since. The position peaked at $297K in Q2 2022. 229 funds tracked by Wall St. Rank hold ARI as of Q3 2022.

  • Spearhead Capital Advisors held 28,463 shares of Apollo Commercial Real Estate worth $236K as of Q3 2022.
  • Spearhead Capital Advisors left its Apollo Commercial Real Estate share count unchanged in Q3 2022.
  • Apollo Commercial Real Estate made up 0.26% of Spearhead Capital Advisors's portfolio in Q3 2022, its #91 holding.
  • Spearhead Capital Advisors first reported a position in Apollo Commercial Real Estate in Q1 2022 and has held it in 3 quarters since.
  • Spearhead Capital Advisors's Apollo Commercial Real Estate position peaked at $297K in Q2 2022.
  • 229 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.