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

Destination 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
2019 Q3	–	Sell	-1,699	Closed	-$58K	–	160
2019 Q2	$58K	Hold	1,699	–	–	﹤0.01%	255
2019 Q1	$48K	Hold	1,699	–	–	﹤0.01%	268
2018 Q4	$42K	Sell	1,699 -378	-18%	-$10.8K	﹤0.01%	276
2018 Q3	$72K	Hold	2,077	–	–	﹤0.01%	246
2018 Q2	$66K	Hold	2,077	–	–	﹤0.01%	231
2018 Q1	$62K	Buy	+2,077	New	+$69.9K	﹤0.01%	229

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Destination Wealth Management's APO Position: Q3 2019 in Review

Destination Wealth Management sold out of Apollo Global Management (APO) in Q3 2019, closing a stake of 1,699 shares — an estimated $58K sold.

Destination Wealth Management first reported a position in APO in Q1 2018 and held it in 6 quarters. The position peaked at $72K in Q3 2018. 260 funds tracked by Wall St. Rank hold APO as of Q3 2019.

Destination Wealth Management reported no remaining Apollo Global Management position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,699 Apollo Global Management shares in Q3 2019, an estimated $58K.
Destination Wealth Management first reported a position in Apollo Global Management in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Apollo Global Management position peaked at $72K in Q3 2018.
260 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.