1776 Wealth’s Apollo Global Management APO Stock Holding History

1776 Wealth’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-600	Closed	-$20K	–	324
2020 Q1	$20K	Hold	600	–	–	0.02%	235
2019 Q4	$28K	Buy	+600	New	+$25.6K	0.02%	217

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

1776 Wealth's APO Position: Q2 2020 in Review

1776 Wealth sold out of Apollo Global Management (APO) in Q2 2020, closing a stake of 600 shares — an estimated $20K sold.

1776 Wealth first reported a position in APO in Q4 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 362 funds tracked by Wall St. Rank hold APO as of Q2 2020.

1776 Wealth reported no remaining Apollo Global Management position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 600 Apollo Global Management shares in Q2 2020, an estimated $20K.
1776 Wealth first reported a position in Apollo Global Management in Q4 2019 and held it in 2 quarters.
1776 Wealth's Apollo Global Management position peaked at $28K in Q4 2019.
362 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.