44 Wealth Management’s Apollo Global Management APO Stock Holding History

44 Wealth Management’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
2023 Q2	$461K	Sell	6,006 -77	-1%	-$5.15K	0.16%	111
2023 Q1	$384K	Sell	6,083 -3,038	-33%	-$203K	0.13%	127
2022 Q4	$582K	Buy	9,121 +1,461	+19%	+$86.8K	0.2%	99
2022 Q3	$356K	Sell	7,660 -22	-0.3%	-$1.21K	0.15%	118
2022 Q2	$372K	Sell	7,682 -9,701	-56%	-$528K	0.14%	120
2022 Q1	$1.17M	Buy	17,383 +11,404	+191%	+$750K	0.42%	64
2021 Q4	$433K	Sell	5,979 -83	-1%	-$5.99K	0.15%	118
2021 Q3	$373K	Buy	6,062 +1,898	+46%	+$114K	0.14%	122
2021 Q2	$259K	Buy	+4,164	New	+$231K	0.1%	149

Other funds holding APO

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

44 Wealth Management's APO Position: Q2 2023 in Review

44 Wealth Management reduced its Apollo Global Management (APO) stake by 1.3% in Q2 2023, selling an estimated $5.15K and leaving 6,006 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #111.

44 Wealth Management first reported a position in APO in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2022. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

44 Wealth Management held 6,006 shares of Apollo Global Management worth $461K as of Q2 2023.
44 Wealth Management sold 77 Apollo Global Management shares in Q2 2023, an estimated $5.15K.
Apollo Global Management made up 0.16% of 44 Wealth Management's portfolio in Q2 2023, its #111 holding.
44 Wealth Management first reported a position in Apollo Global Management in Q2 2021 and has held it in 9 quarters since.
44 Wealth Management's Apollo Global Management position peaked at $1.17M in Q1 2022.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.