Evolution Wealth Advisors’s Apollo Global Management APO Stock Holding History

Evolution Wealth Advisors’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
2021 Q2	–	Sell	-142	Closed	-$7K	–	631
2021 Q1	$7K	Buy	+142	New	+$6.91K	﹤0.01%	469
2020 Q2	–	Sell	-143	Closed	-$5K	–	532
2020 Q1	$5K	Buy	+143	New	+$6.14K	﹤0.01%	250
2019 Q4	–	Sell	-97	Closed	-$4K	–	627
2019 Q3	$4K	Buy	+97	New	+$3.53K	﹤0.01%	299

Other funds holding APO

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Evolution Wealth Advisors's APO Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Apollo Global Management (APO) in Q2 2021, closing a stake of 142 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in APO in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 448 funds tracked by Wall St. Rank hold APO as of Q2 2021.

Evolution Wealth Advisors reported no remaining Apollo Global Management position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 142 Apollo Global Management shares in Q2 2021, an estimated $7K.
Evolution Wealth Advisors first reported a position in Apollo Global Management in Q3 2019 and held it in 3 quarters.
Evolution Wealth Advisors's Apollo Global Management position peaked at $7K in Q1 2021.
448 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.