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CSat Investment Advisory’s Apollo Global Management APO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-3,169
Closed -$142K – 545
2020
Q3 		$142K Sell
3,169
-1,661
-34% -$79.9K 0.01% 344
2020
Q2 		$241K Buy
+4,830
New +$212K 0.03% 274

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
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 $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSat Investment Advisory's APO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Apollo Global Management (APO) in Q4 2020, closing a stake of 3,169 shares — an estimated $142K sold.

CSat Investment Advisory first reported a position in APO in Q2 2020 and held it in 2 quarters. The position peaked at $241K in Q2 2020. 400 funds tracked by Wall St. Rank hold APO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Apollo Global Management position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 3,169 Apollo Global Management shares in Q4 2020, an estimated $142K.
  • CSat Investment Advisory first reported a position in Apollo Global Management in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Apollo Global Management position peaked at $241K in Q2 2020.
  • 400 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.