TD Private Client Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-71	Closed	-$1.05K	–	1169
2021 Q3	$1.05K	Hold	71	–	–	﹤0.01%	1096
2021 Q2	$1.13K	Hold	71	–	–	﹤0.01%	1096
2021 Q1	$992	Hold	71	–	–	﹤0.01%	1073
2020 Q4	$793	Hold	71	–	–	﹤0.01%	1038
2020 Q3	$640	Hold	71	–	–	﹤0.01%	1005
2020 Q2	$697	Buy	+71	New	+$602	﹤0.01%	990

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

TD Private Client Wealth's ARI Position: Q4 2021 in Review

TD Private Client Wealth sold out of Apollo Commercial Real Estate (ARI) in Q4 2021, closing a stake of 71 shares — an estimated $1.05K sold.

TD Private Client Wealth first reported a position in ARI in Q2 2020 and held it in 6 quarters. The position peaked at $1.13K in Q2 2021. 228 funds tracked by Wall St. Rank hold ARI as of Q4 2021.

TD Private Client Wealth reported no remaining Apollo Commercial Real Estate position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 71 Apollo Commercial Real Estate shares in Q4 2021, an estimated $1.05K.
TD Private Client Wealth first reported a position in Apollo Commercial Real Estate in Q2 2020 and held it in 6 quarters.
TD Private Client Wealth's Apollo Commercial Real Estate position peaked at $1.13K in Q2 2021.
228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.