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Coston McIsaac & Partners’s Apollo Global Management APO Stock Holding History

Coston McIsaac & Partners’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
Q2 		– Sell
-40
Closed -$2K – 765
2023
Q1 		$2K Buy
+40
New +$2.68K ﹤0.01% 668

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Coston McIsaac & Partners's APO Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 40 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in APO in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 40 Apollo Global Management shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in Apollo Global Management in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's Apollo Global Management position peaked at $2K in Q1 2023.
  • 695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.