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BWA
Burt Wealth Advisors’s
Apollo Global Management
APO
Stock Holding History
Burt Wealth Advisors’s Portfolio
APO Stock Details
APO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-668
Closed
-$33K
–
108
2020
Q4
$33K
Hold
668
–
–
0.01%
212
2020
Q3
$30K
Hold
668
–
–
0.01%
213
2020
Q2
$33K
Hold
668
–
–
0.01%
199
2020
Q1
$22K
Hold
668
–
–
0.01%
217
2019
Q4
$32K
Hold
668
–
–
0.01%
200
2019
Q3
$25K
Sell
668
-667
-50%
-$24.3K
0.01%
217
2019
Q2
$46K
Hold
1,335
–
–
0.02%
173
2019
Q1
$38K
Hold
1,335
–
–
0.02%
191
2018
Q4
$33K
Hold
1,335
–
–
0.02%
195
2018
Q3
$46K
Hold
1,335
–
–
0.02%
185
2018
Q2
$43K
Hold
1,335
–
–
0.02%
186
2018
Q1
$40K
Buy
+1,335
New
+$44.9K
0.02%
199
2016
Q1
–
Sell
-57
Closed
-$1K
–
669
2015
Q4
$1K
Buy
57
+1
+2%
+$17
﹤0.01%
483
2015
Q3
$1K
Buy
56
+1
+2%
+$20
﹤0.01%
353
2015
Q2
$1K
Buy
55
+1
+2%
+$22
﹤0.01%
363
2015
Q1
$1K
Buy
54
+2
+4%
+$47
﹤0.01%
332
2014
Q4
$1K
Buy
+52
New
+$1.2K
﹤0.01%
325
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PI
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1-Year Est. Return
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$4.85B AUM
9.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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