Brewin Dolphin Wealth Management’s Apollo Global Management APO Stock Holding History

Brewin Dolphin 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
2022 Q2	$95K	Hold	1,950	–	–	0.01%	155
2022 Q1	$121K	Buy	1,950 +1,400	+255%	+$92.1K	0.01%	150
2021 Q4	$40K	Hold	550	–	–	﹤0.01%	210
2021 Q3	$33.9K	Buy	+550	New	+$33.1K	﹤0.01%	226

Other funds holding APO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brewin Dolphin Wealth Management's APO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Apollo Global Management (APO) position steady in Q2 2022 at 1,950 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #155.

Brewin Dolphin Wealth Management first reported a position in APO in Q3 2021 and has held it in 4 quarters since. The position peaked at $121K in Q1 2022. 612 funds tracked by Wall St. Rank hold APO as of Q2 2022.

Brewin Dolphin Wealth Management held 1,950 shares of Apollo Global Management worth $95K as of Q2 2022.
Brewin Dolphin Wealth Management left its Apollo Global Management share count unchanged in Q2 2022.
Apollo Global Management made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #155 holding.
Brewin Dolphin Wealth Management first reported a position in Apollo Global Management in Q3 2021 and has held it in 4 quarters since.
Brewin Dolphin Wealth Management's Apollo Global Management position peaked at $121K in Q1 2022.
612 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.