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Evoke Wealth’s Apollo Global Management APO Stock Holding History

Evoke Wealth’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
Q2 		– Sell
-216
Closed -$13K – 1165
2022
Q1 		$13K Sell
216
-134
-38% -$8.81K ﹤0.01% 722
2021
Q4 		$25K Buy
+350
New +$25.3K ﹤0.01% 645

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evoke Wealth's APO Position: Q2 2022 in Review

Evoke Wealth sold out of Apollo Global Management (APO) in Q2 2022, closing a stake of 216 shares — an estimated $13K sold.

Evoke Wealth first reported a position in APO in Q4 2021 and held it in 2 quarters. The position peaked at $25K in Q4 2021. 612 funds tracked by Wall St. Rank hold APO as of Q2 2022.

  • Evoke Wealth reported no remaining Apollo Global Management position as of Q2 2022 after selling out during the quarter.
  • Evoke Wealth sold 216 Apollo Global Management shares in Q2 2022, an estimated $13K.
  • Evoke Wealth first reported a position in Apollo Global Management in Q4 2021 and held it in 2 quarters.
  • Evoke Wealth's Apollo Global Management position peaked at $25K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.