Truist Financial
ARI

Truist Financial’s Apollo Commercial Real Estate ARI Stock Holding History

Truist Financial’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
2023
Q2 		– Sell
-71,896
Closed -$669K – 2568
2023
Q1 		$669K Buy
71,896
+60,428
+527% +$669K ﹤0.01% 1791
2022
Q4 		$123K Buy
11,468
+307
+3% +$3.35K ﹤0.01% 2463
2022
Q3 		$92K Buy
11,161
+97
+0.9% +$1.11K ﹤0.01% 2427
2022
Q2 		$115K Buy
11,064
+474
+4% +$5.82K ﹤0.01% 2533
2022
Q1 		$148K Sell
10,590
-1,060
-9% -$14.3K ﹤0.01% 2579
2021
Q4 		$154K Sell
11,650
-16,568
-59% -$239K ﹤0.01% 2636
2021
Q3 		$419K Buy
+28,218
New +$431K ﹤0.01% 2112
2021
Q2 		– Sell
-29,169
Closed -$407K – 2704
2021
Q1 		$407K Buy
29,169
+13,591
+87% +$174K ﹤0.01% 2105
2020
Q4 		$174K Buy
+15,578
New +$160K ﹤0.01% 2408

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Truist Financial's ARI Position: Q2 2023 in Review

Truist Financial sold out of Apollo Commercial Real Estate (ARI) in Q2 2023, closing a stake of 71,896 shares — an estimated $669K sold.

Truist Financial first reported a position in ARI in Q4 2020 and held it in 9 quarters. The position peaked at $669K in Q1 2023. 240 funds tracked by Wall St. Rank hold ARI as of Q2 2023.

  • Truist Financial reported no remaining Apollo Commercial Real Estate position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 71,896 Apollo Commercial Real Estate shares in Q2 2023, an estimated $669K.
  • Truist Financial first reported a position in Apollo Commercial Real Estate in Q4 2020 and held it in 9 quarters.
  • Truist Financial's Apollo Commercial Real Estate position peaked at $669K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.