Apollon Wealth Management’s Aptiv APTV Stock Holding History

Apollon Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,865	Closed	-$206K	–	1197
2024 Q3	$206K	Sell	2,865 -426	-13%	-$29.7K	0.01%	1051
2024 Q2	$232K	Buy	3,291 +27	+0.8%	+$2.08K	0.01%	955
2024 Q1	$260K	Sell	3,264 -2,150	-40%	-$173K	0.01%	923
2023 Q4	$486K	Sell	5,414 -637	-11%	-$54.8K	0.02%	664
2023 Q3	$597K	Buy	6,051 +685	+13%	+$70.8K	0.03%	504
2023 Q2	$548K	Buy	5,366 +466	+10%	+$46.1K	0.03%	567
2023 Q1	$550K	Buy	4,900 +313	+7%	+$34.5K	0.03%	509
2022 Q4	$427K	Buy	4,587 +1,431	+45%	+$136K	0.03%	558
2022 Q3	$247K	Buy	+3,156	New	+$303K	0.02%	665
2022 Q2	–	Sell	-2,139	Closed	-$256K	–	755
2022 Q1	$256K	Buy	2,139 +519	+32%	+$69.1K	0.02%	623
2021 Q4	$267K	Buy	+1,620	New	+$270K	0.02%	611

Other funds holding APTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return