SWA
ARI

Sutton Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-4,511
Closed -$48.5K – 856
2022
Q4 		$48.5K Sell
4,511
-11
-0.2% -$120 0.02% 397
2022
Q3 		$37.5K Buy
4,522
+86
+2% +$987 0.02% 452
2022
Q2 		$46.3K Sell
4,436
-38
-0.8% -$466 0.02% 402
2022
Q1 		$62.3K Hold
4,474
– – 0.02% 343
2021
Q4 		$58.9K Buy
4,474
+38
+0.9% +$549 0.02% 371
2021
Q3 		$65.8K Hold
4,436
– – 0.02% 329
2021
Q2 		$70.8K Hold
4,436
– – 0.03% 313
2021
Q1 		$62K Hold
4,436
– – 0.02% 338
2020
Q4 		$49.5K Hold
4,436
– – 0.02% 349
2020
Q3 		$40K Hold
4,436
– – 0.02% 347
2020
Q2 		$43.5K Buy
4,436
+4,099
+1,216% +$34.8K 0.02% 333
2020
Q1 		$2.5K Sell
337
-1,676
-83% -$26.2K ﹤0.01% 1005
2019
Q4 		$36.8K Hold
2,013
– – 0.02% 399
2019
Q3 		$38.6K Hold
2,013
– – 0.02% 376
2019
Q2 		$37K Hold
2,013
– – 0.02% 381
2019
Q1 		$36.6K Hold
2,013
– – 0.02% 381
2018
Q4 		$33.5K Hold
2,013
– – 0.02% 363
2018
Q3 		$38K Hold
2,013
– – 0.02% 354
2018
Q2 		$36.8K Hold
2,013
– – 0.03% 374
2018
Q1 		$36.2K Buy
2,013
+770
+62% +$14.1K 0.03% 363
2017
Q4 		$22.9K Hold
1,243
– – 0.02% 509
2017
Q3 		$22.5K Buy
+1,243
New +$22.5K 0.02% 508

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sutton Wealth Advisors's ARI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2023, closing a stake of 4,511 shares — an estimated $48.5K sold.

Sutton Wealth Advisors first reported a position in ARI in Q3 2017 and held it in 22 quarters. The position peaked at $70.8K in Q2 2021. 248 funds tracked by Wall St. Rank hold ARI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4,511 Apollo Commercial Real Estate shares in Q1 2023, an estimated $48.5K.
  • Sutton Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q3 2017 and held it in 22 quarters.
  • Sutton Wealth Advisors's Apollo Commercial Real Estate position peaked at $70.8K in Q2 2021.
  • 248 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.