LWCFA
ARI

Loring Wolcott & Coolidge Fiduciary Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-119
Closed -$2K – 757
2021
Q2 		$2K Buy
+119
New +$1.84K ﹤0.01% 834

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ARI Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Apollo Commercial Real Estate (ARI) in Q3 2021, closing a stake of 119 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARI in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 209 funds tracked by Wall St. Rank hold ARI as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Apollo Commercial Real Estate position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 119 Apollo Commercial Real Estate shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Apollo Commercial Real Estate in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Apollo Commercial Real Estate position peaked at $2K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.