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

Accel 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	–	Sell	-44	Closed	-$2.75K	–	209
2023 Q1	$2.75K	Buy	44 +1	+2%	+$67	﹤0.01%	1074
2022 Q4	$2.76K	Hold	43	–	–	﹤0.01%	879
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	920
2022 Q2	$2K	Buy	+43	New	+$2.34K	﹤0.01%	886

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

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

Accel Wealth Management sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 44 shares — an estimated $2.75K sold.

Accel Wealth Management first reported a position in APO in Q2 2022 and held it in 4 quarters. The position peaked at $2.76K in Q4 2022. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

Accel Wealth Management reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 44 Apollo Global Management shares in Q2 2023, an estimated $2.75K.
Accel Wealth Management first reported a position in Apollo Global Management in Q2 2022 and held it in 4 quarters.
Accel Wealth Management's Apollo Global Management position peaked at $2.76K in Q4 2022.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.