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Ameritas Advisory Services’s Apollo Global Management APO Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-23
Closed -$3.26K – 2136
2025
Q2 		$3.26K Buy
+23
New +$3.05K ﹤0.01% 2371
2025
Q1 		– Sell
-3,923
Closed -$648K – 859
2024
Q4 		$648K Buy
+3,923
New +$621K 0.02% 513
2023
Q2 		– Sell
-1,336
Closed -$84.4K – 643
2023
Q1 		$84.4K Sell
1,336
-4,680
-78% -$313K ﹤0.01% 1068
2022
Q4 		$384K Buy
+6,016
New +$357K 0.02% 624
2022
Q3 		– Sell
-10,312
Closed -$500K – 758
2022
Q2 		$500K Buy
10,312
+3,421
+50% +$186K 0.03% 455
2022
Q1 		$427K Buy
6,891
+1,936
+39% +$127K 0.02% 546
2021
Q4 		$359K Buy
+4,955
New +$357K 0.01% 596

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return