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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return