SWM
ARI

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

Spire 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
Q1 		– Sell
-1,260
Closed -$17K – 2519
2021
Q4 		$17K Buy
+1,260
New +$18.2K ﹤0.01% 2171
2021
Q2 		– Sell
-1,260
Closed -$18K – 2585
2021
Q1 		$18K Buy
+1,260
New +$16.2K ﹤0.01% 2181

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spire Wealth Management's ARI Position: Q1 2022 in Review

Spire Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2022, closing a stake of 1,260 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in ARI in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 232 funds tracked by Wall St. Rank hold ARI as of Q1 2022.

  • Spire Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,260 Apollo Commercial Real Estate shares in Q1 2022, an estimated $17K.
  • Spire Wealth Management first reported a position in Apollo Commercial Real Estate in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Apollo Commercial Real Estate position peaked at $18K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.