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

Baystate 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
2023
Q2 		– Sell
-324
Closed -$21.7K – 1049
2023
Q1 		$20.5K Buy
324
+41
+14% +$2.75K ﹤0.01% 460
2022
Q4 		$18K Buy
283
+15
+6% +$891 ﹤0.01% 477
2022
Q3 		$13K Buy
268
+18
+7% +$989 ﹤0.01% 494
2022
Q2 		$12K Buy
250
+63
+34% +$3.43K ﹤0.01% 525
2022
Q1 		$12K Buy
187
+121
+183% +$7.96K ﹤0.01% 535
2021
Q4 		$5K Buy
+66
New +$4.76K ﹤0.01% 638

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Baystate Wealth Management's APO Position: Q2 2023 in Review

Baystate Wealth Management sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 324 shares — an estimated $21.7K sold.

Baystate Wealth Management first reported a position in APO in Q4 2021 and held it in 6 quarters. The position peaked at $20.5K in Q1 2023. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

  • Baystate Wealth Management reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 324 Apollo Global Management shares in Q2 2023, an estimated $21.7K.
  • Baystate Wealth Management first reported a position in Apollo Global Management in Q4 2021 and held it in 6 quarters.
  • Baystate Wealth Management's Apollo Global Management position peaked at $20.5K in Q1 2023.
  • 695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.