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Avantax Planning Partners’s Apollo Global Management APO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-685
Closed -$24K – 332
2018
Q3 		$24K Buy
+685
New +$23.9K ﹤0.01% 653

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Avantax Planning Partners's APO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Apollo Global Management (APO) in Q4 2018, closing a stake of 685 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in APO in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Apollo Global Management position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 685 Apollo Global Management shares in Q4 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Apollo Global Management in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Apollo Global Management position peaked at $24K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.