AJ Wealth Strategies’s Apollo Global Management APO Stock Holding History

AJ Wealth Strategies’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	$237K	Buy	+3,080	New	+$206K	0.01%	266
2022 Q4	–	Sell	-4,457	Closed	-$207K	–	300
2022 Q3	$207K	Hold	4,457	–	–	0.01%	276
2022 Q2	$216K	Sell	4,457 -5,700	-56%	-$310K	0.01%	267
2022 Q1	$630K	Hold	10,157	–	–	0.03%	176
2021 Q4	$736K	Buy	10,157 +1,377	+16%	+$99.3K	0.04%	160
2021 Q3	$541K	Hold	8,780	–	–	0.03%	183
2021 Q2	$546K	Hold	8,780	–	–	0.03%	175
2021 Q1	$413K	Buy	8,780 +2,081	+31%	+$101K	0.03%	182
2020 Q4	$328K	Sell	6,699 -500	-7%	-$22.3K	0.03%	187
2020 Q3	$322K	Buy	7,199 +500	+7%	+$24.1K	0.03%	161
2020 Q2	$334K	Hold	6,699	–	–	0.04%	152
2020 Q1	$224K	Buy	+6,699	New	+$288K	0.03%	153
2019 Q2	–	Sell	-8,571	Closed	-$242K	–	107
2019 Q1	$242K	Buy	+8,571	New	+$244K	0.04%	89

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 $3.37T AUM 44.26% 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

AJ Wealth Strategies's APO Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in Apollo Global Management (APO) in Q2 2023: 3,080 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in APO as recently as Q3 2022.

AJ Wealth Strategies first reported a position in APO in Q1 2019 and has held it in 13 quarters since. The position peaked at $736K in Q4 2021. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

AJ Wealth Strategies held 3,080 shares of Apollo Global Management worth $237K as of Q2 2023.
Apollo Global Management was a new AJ Wealth Strategies position in Q2 2023.
Apollo Global Management made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #266 holding.
AJ Wealth Strategies first reported a position in Apollo Global Management in Q1 2019 and has held it in 13 quarters since.
AJ Wealth Strategies's Apollo Global Management position peaked at $736K in Q4 2021.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.