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

Accurate 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
Q1 		– Sell
-5
Closed -$333 – 311
2022
Q4 		$333 Buy
+5
New +$297 ﹤0.01% 1534

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's APO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Apollo Global Management (APO) in Q1 2023, closing a stake of 5 shares — an estimated $333 sold.

Accurate Wealth Management first reported a position in APO in Q4 2022 and held it in 1 quarter. The position peaked at $333 in Q4 2022. 655 funds tracked by Wall St. Rank hold APO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Apollo Global Management position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5 Apollo Global Management shares in Q1 2023, an estimated $333.
  • Accurate Wealth Management first reported a position in Apollo Global Management in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Apollo Global Management position peaked at $333 in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.