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

Edge 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
2022
Q1 		– Sell
-402
Closed -$29K – 124
2021
Q4 		$29K Buy
402
+66
+20% +$4.76K 0.01% 218
2021
Q3 		$21K Hold
336
– – ﹤0.01% 259
2021
Q2 		$21K Hold
336
– – ﹤0.01% 271
2021
Q1 		$16K Hold
336
– – ﹤0.01% 283
2020
Q4 		$17K Hold
336
– – ﹤0.01% 252
2020
Q3 		$15K Hold
336
– – ﹤0.01% 285
2020
Q2 		$17K Buy
336
+126
+60% +$5.53K ﹤0.01% 383
2020
Q1 		$7K Buy
+210
New +$9.02K ﹤0.01% 425

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Edge Wealth Management's APO Position: Q1 2022 in Review

Edge Wealth Management sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 402 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in APO in Q1 2020 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

  • Edge Wealth Management reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 402 Apollo Global Management shares in Q1 2022, an estimated $29K.
  • Edge Wealth Management first reported a position in Apollo Global Management in Q1 2020 and held it in 8 quarters.
  • Edge Wealth Management's Apollo Global Management position peaked at $29K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.