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

Avior 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
2025
Q1 		– Sell
-85
Closed -$14K – 822
2024
Q4 		$14K Hold
85
– – ﹤0.01% 1516
2024
Q3 		$10.6K Hold
85
– – ﹤0.01% 1539
2024
Q2 		$10K Sell
85
-380
-82% -$43.1K ﹤0.01% 1517
2024
Q1 		$52.3K Buy
+465
New +$49.1K ﹤0.01% 1216
2020
Q3 		– Sell
-6,340
Closed -$316K – 914
2020
Q2 		$316K Sell
6,340
-370
-6% -$16.2K 0.05% 323
2020
Q1 		$224K Buy
6,710
+1,340
+25% +$57.6K 0.04% 322
2019
Q4 		$256K Hold
5,370
– – 0.04% 342
2019
Q3 		$203K Buy
+5,370
New +$195K 0.04% 359

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's APO Position: Q1 2025 in Review

Avior Wealth Management sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 85 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in APO in Q3 2019 and held it in 8 quarters. The position peaked at $316K in Q2 2020. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Avior Wealth Management reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 85 Apollo Global Management shares in Q1 2025, an estimated $14K.
  • Avior Wealth Management first reported a position in Apollo Global Management in Q3 2019 and held it in 8 quarters.
  • Avior Wealth Management's Apollo Global Management position peaked at $316K in Q2 2020.
  • 1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.