American Portfolios Advisors’s Apollo Global Management APO Stock Holding History

American Portfolios Advisors’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
2022 Q3	$258K	Buy	5,559 +186	+3%	+$10.2K	0.01%	919
2022 Q2	$260K	Sell	5,373 -542	-9%	-$29.5K	0.01%	930
2022 Q1	$367K	Buy	5,915 +1,319	+29%	+$86.8K	0.01%	876
2021 Q4	$333K	Buy	4,596 +1,442	+46%	+$104K	0.01%	916
2021 Q3	$194K	Buy	3,154 +205	+7%	+$12.3K	0.01%	1123
2021 Q2	$183K	Buy	2,949 +2,022	+218%	+$112K	0.01%	1145
2021 Q1	$43.6K	Buy	927 +282	+44%	+$13.7K	﹤0.01%	1661
2020 Q4	$31.6K	Buy	+645	New	+$28.8K	﹤0.01%	1601
2020 Q1	–	Sell	-228	Closed	-$10.9K	–	2780
2019 Q4	$10.9K	Sell	228 -24	-10%	-$1.02K	﹤0.01%	1964
2019 Q3	$9.52K	Buy	+252	New	+$9.17K	﹤0.01%	1946

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

American Portfolios Advisors's APO Position: Q3 2022 in Review

American Portfolios Advisors increased its Apollo Global Management (APO) stake by 3.5% in Q3 2022, buying an estimated $10.2K and bringing the position to 5,559 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #919.

American Portfolios Advisors first reported a position in APO in Q3 2019 and has held it in 10 quarters since. The position peaked at $367K in Q1 2022. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

American Portfolios Advisors held 5,559 shares of Apollo Global Management worth $258K as of Q3 2022.
American Portfolios Advisors bought 186 Apollo Global Management shares in Q3 2022, an estimated $10.2K.
Apollo Global Management made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #919 holding.
American Portfolios Advisors first reported a position in Apollo Global Management in Q3 2019 and has held it in 10 quarters since.
American Portfolios Advisors's Apollo Global Management position peaked at $367K in Q1 2022.
611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.