Cetera Advisors’s Apollo Global Management APO Stock Holding History

Cetera 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
2024 Q1	$1.56M	Buy	13,875 +11,182	+415%	+$1.18M	0.01%	934
2023 Q4	$251K	Buy	2,693 +303	+13%	+$26.8K	﹤0.01%	1524
2023 Q3	$215K	Buy	+2,390	New	+$201K	﹤0.01%	1505
2016 Q3	–	Sell	-59,309	Closed	-$916K	–	775
2016 Q2	$916K	Sell	59,309 -6,984	-11%	-$115K	0.07%	279
2016 Q1	$1.15M	Sell	66,293 -5,714	-8%	-$85.7K	0.1%	225
2015 Q4	$1.11M	Buy	72,007 +1,728	+2%	+$29.5K	0.09%	237
2015 Q3	$1.22M	Sell	70,279 -8,223	-10%	-$164K	0.12%	195
2015 Q2	$1.74M	Buy	78,502 +164	+0.2%	+$3.6K	0.15%	158
2015 Q1	$1.68M	Buy	78,338 +7,090	+10%	+$165K	0.16%	159
2014 Q4	$1.68M	Buy	71,248 +2,338	+3%	+$53.9K	0.16%	156
2014 Q3	$1.65M	Buy	+68,910	New	+$1.72M	0.13%	148

Other funds holding APO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

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

Cetera Advisors's APO Position: Q1 2024 in Review

Cetera Advisors increased its Apollo Global Management (APO) stake by 415% in Q1 2024, buying an estimated $1.18M and bringing the position to 13,875 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #934.

Cetera Advisors first reported a position in APO in Q3 2014 and has held it in 11 quarters since. The position peaked at $1.74M in Q2 2015. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Cetera Advisors held 13,875 shares of Apollo Global Management worth $1.56M as of Q1 2024.
Cetera Advisors bought 11,182 Apollo Global Management shares in Q1 2024, an estimated $1.18M.
Apollo Global Management made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #934 holding.
Cetera Advisors first reported a position in Apollo Global Management in Q3 2014 and has held it in 11 quarters since.
Cetera Advisors's Apollo Global Management position peaked at $1.74M in Q2 2015.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.