Crestone Asset Management’s Apollo Global Management APO Stock Holding History

Crestone Asset 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
2024 Q2	–	Sell	-4,828	Closed	-$543K	–	8
2024 Q1	$543K	Hold	4,828	–	–	0.11%	60
2023 Q4	$450K	Hold	4,828	–	–	0.1%	58
2023 Q3	$433K	Buy	4,828 +11	+0.2%	+$925	0.1%	60
2023 Q2	$370K	Hold	4,817	–	–	0.08%	58
2023 Q1	$304K	Hold	4,817	–	–	0.06%	57
2022 Q4	$307K	Sell	4,817 -100	-2%	-$5.94K	0.06%	60
2022 Q3	$229K	Hold	4,917	–	–	0.06%	61
2022 Q2	$238K	Buy	+4,917	New	+$268K	0.06%	75
2021 Q4	–	Sell	-19,404	Closed	-$1.2M	–	94
2021 Q3	$1.2M	Buy	+19,404	New	+$1.17M	0.26%	41

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crestone Asset Management's APO Position: Q2 2024 in Review

Crestone Asset Management sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 4,828 shares — an estimated $543K sold.

Crestone Asset Management first reported a position in APO in Q3 2021 and held it in 9 quarters. The position peaked at $1.2M in Q3 2021. 939 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Crestone Asset Management reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 4,828 Apollo Global Management shares in Q2 2024, an estimated $543K.
Crestone Asset Management first reported a position in Apollo Global Management in Q3 2021 and held it in 9 quarters.
Crestone Asset Management's Apollo Global Management position peaked at $1.2M in Q3 2021.
939 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.