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

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

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.