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CA Family Wealth’s Apollo Global Management APO Stock Holding History

CA Family Wealth’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
2020
Q1 		– Sell
-4,210
Closed -$201K – 51
2019
Q4 		$201K Buy
+4,210
New +$180K 0.14% 130

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

CA Family Wealth's APO Position: Q1 2020 in Review

CA Family Wealth sold out of Apollo Global Management (APO) in Q1 2020, closing a stake of 4,210 shares — an estimated $201K sold.

CA Family Wealth first reported a position in APO in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 317 funds tracked by Wall St. Rank hold APO as of Q1 2020.

  • CA Family Wealth reported no remaining Apollo Global Management position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 4,210 Apollo Global Management shares in Q1 2020, an estimated $201K.
  • CA Family Wealth first reported a position in Apollo Global Management in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Apollo Global Management position peaked at $201K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.