TWM
ARI

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

Tradition 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
2024
Q1 		– Sell
-821
Closed -$10K – 439
2023
Q4 		$10K Hold
821
– – ﹤0.01% 991
2023
Q3 		$8K Hold
821
– – ﹤0.01% 1052
2023
Q2 		$9K Hold
821
– – ﹤0.01% 1048
2023
Q1 		$8K Sell
821
-150
-15% -$1.66K ﹤0.01% 1044
2022
Q4 		$10K Hold
971
– – ﹤0.01% 901
2022
Q3 		$8K Hold
971
– – ﹤0.01% 961
2022
Q2 		$10K Buy
+971
New +$11.9K ﹤0.01% 818
2022
Q1 		– Sell
-249
Closed -$3K – 1149
2021
Q4 		$3K Buy
+249
New +$3.6K ﹤0.01% 1122

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tradition Wealth Management's ARI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 821 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in ARI in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2023. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • Tradition Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 821 Apollo Commercial Real Estate shares in Q1 2024, an estimated $10K.
  • Tradition Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2021 and held it in 8 quarters.
  • Tradition Wealth Management's Apollo Commercial Real Estate position peaked at $10K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.