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Triad Wealth Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-4,424
Closed -$43.3K – 101
2024
Q2 		$43.3K Buy
+4,424
New +$45.6K 0.02% 250

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Geode Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Triad Wealth Partners's ARI Position: Q3 2024 in Review

Triad Wealth Partners sold out of Apollo Commercial Real Estate (ARI) in Q3 2024, closing a stake of 4,424 shares — an estimated $43.3K sold.

Triad Wealth Partners first reported a position in ARI in Q2 2024 and held it in 1 quarter. The position peaked at $43.3K in Q2 2024. 240 funds tracked by Wall St. Rank hold ARI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Apollo Commercial Real Estate position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 4,424 Apollo Commercial Real Estate shares in Q3 2024, an estimated $43.3K.
  • Triad Wealth Partners first reported a position in Apollo Commercial Real Estate in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Apollo Commercial Real Estate position peaked at $43.3K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.