CW
APO icon

CIC Wealth’s Apollo Global Management APO Stock Holding History

CIC 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
2024
Q3 		$1.77M Buy
14,133
+72
+0.5% +$8.31K 0.46% 50
2024
Q2 		$1.66M Buy
14,061
+380
+3% +$43.1K 0.46% 50
2024
Q1 		$1.54M Buy
13,681
+1,935
+16% +$204K 0.45% 52
2023
Q4 		$1.09M Buy
11,746
+810
+7% +$71.5K 0.35% 60
2023
Q3 		$982K Buy
10,936
+445
+4% +$37.4K 0.35% 59
2023
Q2 		$806K Hold
10,491
– – 0.28% 71
2023
Q1 		$663K Buy
10,491
+101
+1% +$6.76K 0.25% 79
2022
Q4 		$663K Buy
+10,390
New +$617K 0.27% 79

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CIC Wealth's APO Position: Q3 2024 in Review

CIC Wealth increased its Apollo Global Management (APO) stake by 0.51% in Q3 2024, buying an estimated $8.31K and bringing the position to 14,133 shares worth $1.77M. The position accounts for 0.46% of the portfolio, ranked #50.

CIC Wealth first reported a position in APO in Q4 2022 and has held it in 8 quarters since. 952 funds tracked by Wall St. Rank hold APO as of Q3 2024.

  • CIC Wealth held 14,133 shares of Apollo Global Management worth $1.77M as of Q3 2024.
  • CIC Wealth bought 72 Apollo Global Management shares in Q3 2024, an estimated $8.31K.
  • Apollo Global Management made up 0.46% of CIC Wealth's portfolio in Q3 2024, its #50 holding.
  • CIC Wealth first reported a position in Apollo Global Management in Q4 2022 and has held it in 8 quarters since.
  • 952 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.