Cassady Schiller Wealth Management’s Apollo Global Management APO Stock Holding History

Cassady Schiller 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
2024 Q4	$79.4K	Buy	481 +25	+5%	+$3.96K	0.03%	170
2024 Q3	$57K	Hold	456	–	–	0.02%	195
2024 Q2	$53.8K	Hold	456	–	–	0.02%	192
2024 Q1	$51.3K	Hold	456	–	–	0.02%	211
2023 Q4	$42.5K	Hold	456	–	–	0.02%	215
2023 Q3	$40.9K	Hold	456	–	–	0.02%	211
2023 Q2	$35K	Buy	+456	New	+$30.5K	0.02%	227

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's APO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Apollo Global Management (APO) stake by 5.5% in Q4 2024, buying an estimated $3.96K and bringing the position to 481 shares worth $79.4K. The position accounts for 0.03% of the portfolio, ranked #170.

Cassady Schiller Wealth Management first reported a position in APO in Q2 2023 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold APO as of Q4 2024.

Cassady Schiller Wealth Management held 481 shares of Apollo Global Management worth $79.4K as of Q4 2024.
Cassady Schiller Wealth Management bought 25 Apollo Global Management shares in Q4 2024, an estimated $3.96K.
Apollo Global Management made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #170 holding.
Cassady Schiller Wealth Management first reported a position in Apollo Global Management in Q2 2023 and has held it in 7 quarters since.
1,121 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.