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Atticus Wealth Management’s Apollo Global Management APO Stock Holding History

Atticus Wealth Management’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 		– Sell
-12
Closed -$1K – 569
2022
Q2 		$1K Hold
12
– – ﹤0.01% 558
2022
Q1 		$1K Buy
+12
New +$789 ﹤0.01% 547

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Janus Henderson Group
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

Atticus Wealth Management's APO Position: Q3 2022 in Review

Atticus Wealth Management sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in APO in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • Atticus Wealth Management reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 12 Apollo Global Management shares in Q3 2022, an estimated $1K.
  • Atticus Wealth Management first reported a position in Apollo Global Management in Q1 2022 and held it in 2 quarters.
  • Atticus Wealth Management's Apollo Global Management position peaked at $1K in Q2 2022.
  • 610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Atticus Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.