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Apollon Wealth Management’s Financial Institutions FISI Stock Holding History

Apollon Wealth Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-747
Closed -$14K – 337
2020
Q2 		$14K Buy
+747
New +$13K 0.01% 437

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apollon Wealth Management's FISI Position: Q3 2020 in Review

Apollon Wealth Management sold out of Financial Institutions (FISI) in Q3 2020, closing a stake of 747 shares — an estimated $14K sold.

Apollon Wealth Management first reported a position in FISI in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 116 funds tracked by Wall St. Rank hold FISI as of Q3 2020.

  • Apollon Wealth Management reported no remaining Financial Institutions position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 747 Financial Institutions shares in Q3 2020, an estimated $14K.
  • Apollon Wealth Management first reported a position in Financial Institutions in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's Financial Institutions position peaked at $14K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.