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

BerganKDV 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	$922	Sell	12 -20	-63%	-$1.34K	﹤0.01%	764
2023 Q1	$2.02K	Hold	32	–	–	﹤0.01%	831
2022 Q4	$2.04K	Buy	+32	New	+$1.9K	﹤0.01%	797

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

BerganKDV Wealth Management reduced its Apollo Global Management (APO) stake by 63% in Q2 2023, selling an estimated $1.34K and leaving 12 shares worth $922. The position accounts for ﹤0.01% of the portfolio, ranked #764.

BerganKDV Wealth Management first reported a position in APO in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.04K in Q4 2022. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

BerganKDV Wealth Management held 12 shares of Apollo Global Management worth $922 as of Q2 2023.
BerganKDV Wealth Management sold 20 Apollo Global Management shares in Q2 2023, an estimated $1.34K.
Apollo Global Management made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #764 holding.
BerganKDV Wealth Management first reported a position in Apollo Global Management in Q4 2022 and has held it in 3 quarters since.
BerganKDV Wealth Management's Apollo Global Management position peaked at $2.04K in Q4 2022.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.