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

TCI 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
2022 Q4	–	Sell	-1,020	Closed	-$8K	–	2499
2022 Q3	$8K	Hold	1,020	–	–	﹤0.01%	1121
2022 Q2	$11K	Buy	1,020 +245	+32%	+$3.01K	﹤0.01%	933
2022 Q1	$11K	Buy	775 +267	+53%	+$3.6K	﹤0.01%	1019
2021 Q4	$7K	Sell	508 -36	-7%	-$520	﹤0.01%	1397
2021 Q3	$8K	Buy	544 +36	+7%	+$550	﹤0.01%	1222
2021 Q2	$8K	Hold	508	–	–	﹤0.01%	1084
2021 Q1	$7K	Buy	+508	New	+$6.52K	﹤0.01%	1029
2020 Q2	–	Sell	-272	Closed	-$2K	–	1456
2020 Q1	$2K	Sell	272 -228	-46%	-$3.56K	﹤0.01%	973
2019 Q4	$9K	Buy	+500	New	+$9.23K	﹤0.01%	719
2018 Q2	–	Hold	0	–	–	–	302
2016 Q3	–	Hold	0	–	–	–	1078
2016 Q2	–	Hold	0	–	–	–	1023
2016 Q1	–	Hold	0	–	–	–	1044

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's ARI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Apollo Commercial Real Estate (ARI) in Q4 2022, closing a stake of 1,020 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in ARI in Q4 2019 and held it in 9 quarters. The position peaked at $11K in Q2 2022. 249 funds tracked by Wall St. Rank hold ARI as of Q4 2022.

TCI Wealth Advisors reported no remaining Apollo Commercial Real Estate position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 1,020 Apollo Commercial Real Estate shares in Q4 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2019 and held it in 9 quarters.
TCI Wealth Advisors's Apollo Commercial Real Estate position peaked at $11K in Q2 2022.
249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.