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Coppell Advisory Solutions Corp’s Apollo Global Management APO Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-214
Closed -$13.7K – 250
2022
Q4 		$13.7K Buy
+214
New +$12.7K ﹤0.01% 563

Other funds holding APO

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Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions Corp's APO Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Apollo Global Management (APO) in Q1 2023, closing a stake of 214 shares — an estimated $13.7K sold.

Coppell Advisory Solutions Corp first reported a position in APO in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 655 funds tracked by Wall St. Rank hold APO as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Apollo Global Management position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 214 Apollo Global Management shares in Q1 2023, an estimated $13.7K.
  • Coppell Advisory Solutions Corp first reported a position in Apollo Global Management in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Apollo Global Management position peaked at $13.7K in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.