TCWP’s Apollo Commercial Real Estate ARI Stock Holding History

TCWP’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
2022 Q2	–	Sell	-890	Closed	-$12K	–	356
2022 Q1	$12K	Buy	+890	New	+$12K	﹤0.01%	826

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCWP's ARI Position: Q2 2022 in Review

TCWP sold out of Apollo Commercial Real Estate (ARI) in Q2 2022, closing a stake of 890 shares — an estimated $12K sold.

TCWP first reported a position in ARI in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 232 funds tracked by Wall St. Rank hold ARI as of Q2 2022.

TCWP reported no remaining Apollo Commercial Real Estate position as of Q2 2022 after selling out during the quarter.
TCWP sold 890 Apollo Commercial Real Estate shares in Q2 2022, an estimated $12K.
TCWP first reported a position in Apollo Commercial Real Estate in Q1 2022 and held it in 1 quarter.
TCWP's Apollo Commercial Real Estate position peaked at $12K in Q1 2022.
232 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.