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Ahrens Investment Partners’s Apollo Global Management APO Stock Holding History

Ahrens Investment Partners’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 		$18.9K Buy
+300
New +$20.1K 0.01% 476
2022
Q3 		– Sell
-300
Closed -$15K – 197
2022
Q2 		$15K Hold
300
– – 0.01% 557
2022
Q1 		$19K Hold
300
– – 0.01% 587
2021
Q4 		$22K Buy
+300
New +$21.6K 0.01% 555

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ahrens Investment Partners's APO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Apollo Global Management (APO) in Q1 2023: 300 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in APO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in APO in Q4 2021 and has held it in 4 quarters since. The position peaked at $22K in Q4 2021. 657 funds tracked by Wall St. Rank hold APO as of Q1 2023.

  • Ahrens Investment Partners held 300 shares of Apollo Global Management worth $18.9K as of Q1 2023.
  • Apollo Global Management was a new Ahrens Investment Partners position in Q1 2023.
  • Apollo Global Management made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #476 holding.
  • Ahrens Investment Partners first reported a position in Apollo Global Management in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Apollo Global Management position peaked at $22K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.