WCM
ARI

Wealthcare Capital Management’s Apollo Commercial Real Estate ARI Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-726
Closed -$10K – 119
2021
Q1 		$10K Buy
+726
New +$9.32K ﹤0.01% 273

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

Wealthcare Capital Management's ARI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2021, closing a stake of 726 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in ARI in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 218 funds tracked by Wall St. Rank hold ARI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Apollo Commercial Real Estate position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 726 Apollo Commercial Real Estate shares in Q2 2021, an estimated $10K.
  • Wealthcare Capital Management first reported a position in Apollo Commercial Real Estate in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Apollo Commercial Real Estate position peaked at $10K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.