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

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

Other funds holding APO

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Apollo Global Management (APO) in Q1 2021, closing a stake of 668 shares — an estimated $33K sold.

Burt Wealth Advisors first reported a position in APO in Q4 2014 and held it in 17 quarters. The position peaked at $46K in Q2 2019. 441 funds tracked by Wall St. Rank hold APO as of Q1 2021.

Burt Wealth Advisors reported no remaining Apollo Global Management position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 668 Apollo Global Management shares in Q1 2021, an estimated $33K.
Burt Wealth Advisors first reported a position in Apollo Global Management in Q4 2014 and held it in 17 quarters.
Burt Wealth Advisors's Apollo Global Management position peaked at $46K in Q2 2019.
441 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.