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Cornerstone Wealth Management’s Apollo Global Management APO Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-18,336
Closed -$600K – 374
2018
Q3 		$600K Sell
18,336
-1,518
-8% -$52.9K 0.01% 853
2018
Q2 		$600K Buy
+19,854
New +$607K 0.01% 942

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cornerstone Wealth Management's APO Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Apollo Global Management (APO) in Q4 2018, closing a stake of 18,336 shares — an estimated $600K sold.

Cornerstone Wealth Management first reported a position in APO in Q2 2018 and held it in 2 quarters. The position peaked at $600K in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Apollo Global Management position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 18,336 Apollo Global Management shares in Q4 2018, an estimated $600K.
  • Cornerstone Wealth Management first reported a position in Apollo Global Management in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Apollo Global Management position peaked at $600K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.