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Cottonwood Capital Advisors’s Apollo Global Management APO Stock Holding History

Cottonwood Capital 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
2023
Q4 		– Sell
-2,452
Closed -$220K – 120
2023
Q3 		$220K Buy
+2,452
New +$206K 0.21% 97

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Cottonwood Capital Advisors's APO Position: Q4 2023 in Review

Cottonwood Capital Advisors sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 2,452 shares — an estimated $220K sold.

Cottonwood Capital Advisors first reported a position in APO in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 842 funds tracked by Wall St. Rank hold APO as of Q4 2023.

  • Cottonwood Capital Advisors reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 2,452 Apollo Global Management shares in Q4 2023, an estimated $220K.
  • Cottonwood Capital Advisors first reported a position in Apollo Global Management in Q3 2023 and held it in 1 quarter.
  • Cottonwood Capital Advisors's Apollo Global Management position peaked at $220K in Q3 2023.
  • 842 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Cottonwood Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.