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

Avitas 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
2024 Q4	$1.07M	Sell	6,478 -171	-3%	-$27.1K	0.15%	135
2024 Q3	$831K	Sell	6,649 -497	-7%	-$57.4K	0.12%	146
2024 Q2	$844K	Sell	7,146 -408	-5%	-$46.3K	0.12%	149
2024 Q1	$849K	Sell	7,554 -79	-1%	-$8.34K	0.13%	150
2023 Q4	$711K	Sell	7,633 -32	-0.4%	-$2.83K	0.12%	147
2023 Q3	$688K	Sell	7,665 -246	-3%	-$20.7K	0.13%	143
2023 Q2	$608K	Sell	7,911 -105	-1%	-$7.02K	0.11%	144
2023 Q1	$506K	Buy	8,016 +874	+12%	+$58.5K	0.1%	153
2022 Q4	$456K	Buy	+7,142	New	+$424K	0.1%	147

Other funds holding APO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avitas Wealth Management's APO Position: Q4 2024 in Review

Avitas Wealth Management reduced its Apollo Global Management (APO) stake by 2.6% in Q4 2024, selling an estimated $27.1K and leaving 6,478 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #135.

Avitas Wealth Management first reported a position in APO in Q4 2022 and has held it in 9 quarters since. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

Avitas Wealth Management held 6,478 shares of Apollo Global Management worth $1.07M as of Q4 2024.
Avitas Wealth Management sold 171 Apollo Global Management shares in Q4 2024, an estimated $27.1K.
Apollo Global Management made up 0.15% of Avitas Wealth Management's portfolio in Q4 2024, its #135 holding.
Avitas Wealth Management first reported a position in Apollo Global Management in Q4 2022 and has held it in 9 quarters since.
1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.