BDO Wealth Advisors’s Apollo Global Management APO Stock Holding History

BDO Wealth Advisors’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
2021 Q1	–	Sell	-1,705	Closed	-$84K	–	1154
2020 Q4	$84K	Hold	1,705	–	–	0.01%	304
2020 Q3	$76K	Hold	1,705	–	–	0.01%	294
2020 Q2	$85K	Sell	1,705 -15	-0.9%	-$658	0.01%	282
2020 Q1	$58K	Hold	1,720	–	–	0.01%	321
2019 Q4	$82K	Hold	1,720	–	–	0.02%	260
2019 Q3	$65K	Hold	1,720	–	–	0.02%	287
2019 Q2	$59K	Buy	+1,720	New	+$54.7K	0.02%	287

Other funds holding APO

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

BDO Wealth Advisors's APO Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Apollo Global Management (APO) in Q1 2021, closing a stake of 1,705 shares — an estimated $84K sold.

BDO Wealth Advisors first reported a position in APO in Q2 2019 and held it in 7 quarters. The position peaked at $85K in Q2 2020. 440 funds tracked by Wall St. Rank hold APO as of Q1 2021.

BDO Wealth Advisors reported no remaining Apollo Global Management position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,705 Apollo Global Management shares in Q1 2021, an estimated $84K.
BDO Wealth Advisors first reported a position in Apollo Global Management in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Apollo Global Management position peaked at $85K in Q2 2020.
440 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.