BFEC
APO icon

Benjamin F. Edwards & Company’s Apollo Global Management APO Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.54M Buy
13,046
+191
+1% +$21.7K 0.03% 431
2024
Q1 		$1.45M Sell
12,855
-33
-0.3% -$3.48K 0.03% 423
2023
Q4 		$1.2M Buy
12,888
+11,975
+1,312% +$1.06M 0.02% 450
2023
Q3 		$82K Sell
913
-25
-3% -$2.1K ﹤0.01% 935
2023
Q2 		$72K Sell
938
-36
-4% -$2.41K ﹤0.01% 984
2023
Q1 		$62K Buy
974
+6
+0.6% +$402 ﹤0.01% 1040
2022
Q4 		$62K Buy
968
+242
+33% +$14.4K ﹤0.01% 1025
2022
Q3 		$34K Buy
726
+145
+25% +$7.96K ﹤0.01% 1142
2022
Q2 		$28K Sell
581
-9,648
-94% -$525K ﹤0.01% 1167
2022
Q1 		$634K Buy
10,229
+153
+2% +$10.1K 0.03% 420
2021
Q4 		$730K Buy
10,076
+859
+9% +$62K 0.03% 404
2021
Q3 		$568K Buy
9,217
+215
+2% +$12.9K 0.03% 430
2021
Q2 		$560K Buy
9,002
+1,891
+27% +$105K 0.03% 426
2021
Q1 		$334K Buy
7,111
+989
+16% +$48.1K 0.02% 548
2020
Q4 		$300K Buy
6,122
+1,367
+29% +$61K 0.02% 542
2020
Q3 		$213K Buy
4,755
+2,291
+93% +$110K 0.01% 577
2020
Q2 		$123K Buy
2,464
+252
+11% +$11.1K 0.01% 682
2020
Q1 		$74K Buy
2,212
+539
+32% +$23.1K 0.01% 772
2019
Q4 		$80K Buy
+1,673
New +$71.4K 0.01% 839

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Benjamin F. Edwards & Company's APO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Apollo Global Management (APO) stake by 1.5% in Q2 2024, buying an estimated $21.7K and bringing the position to 13,046 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #431.

Benjamin F. Edwards & Company first reported a position in APO in Q4 2019 and has held it in 19 quarters since. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

  • Benjamin F. Edwards & Company held 13,046 shares of Apollo Global Management worth $1.54M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 191 Apollo Global Management shares in Q2 2024, an estimated $21.7K.
  • Apollo Global Management made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #431 holding.
  • Benjamin F. Edwards & Company first reported a position in Apollo Global Management in Q4 2019 and has held it in 19 quarters since.
  • 942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.