VFA
ARI

Valeo Financial Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,800
Closed -$25K – 601
2021
Q1 		$25K Hold
1,800
– – ﹤0.01% 1088
2020
Q4 		$20K Hold
1,800
– – ﹤0.01% 1024
2020
Q3 		$16K Sell
1,800
-1,054
-37% -$9.7K ﹤0.01% 964
2020
Q2 		$28K Buy
2,854
+854
+43% +$7.25K ﹤0.01% 935
2020
Q1 		$19K Buy
+2,000
New +$31.2K ﹤0.01% 908

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Valeo Financial Advisors's ARI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Apollo Commercial Real Estate (ARI) in Q2 2021, closing a stake of 1,800 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in ARI in Q1 2020 and held it in 5 quarters. The position peaked at $28K in Q2 2020. 218 funds tracked by Wall St. Rank hold ARI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Apollo Commercial Real Estate position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,800 Apollo Commercial Real Estate shares in Q2 2021, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Apollo Commercial Real Estate in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's Apollo Commercial Real Estate position peaked at $28K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.