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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T 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.