B. Riley Wealth Management’s Apollo Global Management APO Stock Holding History

B. Riley 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 Q1	–	Sell	-2,786	Closed	-$202K	–	629
2021 Q4	$202K	Buy	+2,786	New	+$201K	0.01%	585
2021 Q2	–	Sell	-4,736	Closed	-$223K	–	427
2021 Q1	$223K	Buy	+4,736	New	+$230K	0.03%	344
2019 Q3	–	Sell	-6,155	Closed	-$211K	–	396
2019 Q2	$211K	Buy	+6,155	New	+$196K	0.03%	345
2018 Q4	–	Sell	-6,356	Closed	-$220K	–	351
2018 Q3	$220K	Buy	+6,356	New	+$222K	0.05%	269
2015 Q3	–	Sell	-3,740	Closed	-$82K	–	174
2015 Q2	$82K	Hold	3,740	–	–	0.07%	314
2015 Q1	$80K	Sell	3,740 -100	-3%	-$2.33K	0.06%	333
2014 Q4	$90K	Sell	3,840 -100	-3%	-$2.31K	0.07%	289
2014 Q3	$93K	Hold	3,940	–	–	0.07%	306
2014 Q2	$109K	Buy	3,940 +300	+8%	+$8.15K	0.07%	334
2014 Q1	$116K	Buy	+3,640	New	+$119K	0.09%	288

Other funds holding APO

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

B. Riley Wealth Management's APO Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 2,786 shares — an estimated $202K sold.

B. Riley Wealth Management first reported a position in APO in Q1 2014 and held it in 10 quarters. The position peaked at $223K in Q1 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

B. Riley Wealth Management reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 2,786 Apollo Global Management shares in Q1 2022, an estimated $202K.
B. Riley Wealth Management first reported a position in Apollo Global Management in Q1 2014 and held it in 10 quarters.
B. Riley Wealth Management's Apollo Global Management position peaked at $223K in Q1 2021.
616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.