FDx Advisors’s Apollo Global Management APO Stock Holding History

FDx 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
2023 Q2	–	Sell	-17,396	Closed	-$1.11M	–	751
2023 Q1	$1.11M	Hold	17,396	–	–	0.05%	274
2022 Q4	$1.11M	Buy	17,396 +2,428	+16%	+$144K	0.05%	274
2022 Q3	$696K	Sell	14,968 -4,624	-24%	-$254K	0.03%	345
2022 Q2	$950K	Buy	19,592 +2,105	+12%	+$115K	0.04%	328
2022 Q1	$1.08M	Buy	17,487 +4,832	+38%	+$318K	0.04%	313
2021 Q4	$917K	Buy	12,655 +197	+2%	+$14.2K	0.03%	378
2021 Q3	$767K	Buy	12,458 +2,769	+29%	+$166K	0.02%	393
2021 Q2	$603K	Buy	9,689 +929	+11%	+$51.5K	0.02%	459
2021 Q1	$412K	Buy	8,760 +1,469	+20%	+$71.5K	0.02%	520
2020 Q4	$357K	Buy	7,291 +1,082	+17%	+$48.3K	0.01%	523
2020 Q3	$278K	Buy	6,209 +722	+13%	+$34.7K	0.01%	505
2020 Q2	$274K	Buy	+5,487	New	+$241K	0.01%	460
2020 Q1	–	Sell	-4,880	Closed	-$233K	–	516
2019 Q4	$233K	Buy	+4,880	New	+$208K	0.01%	556
2018 Q2	–	Sell	-20,565	Closed	-$609K	–	859
2018 Q1	$609K	Buy	20,565 +6	+0%	+$202	0.02%	671
2017 Q4	$688K	Hold	20,559	–	–	0.02%	671
2017 Q3	$619K	Sell	20,559 -656	-3%	-$18.9K	0.02%	709
2017 Q2	$561K	Sell	21,215 -2,773	-12%	-$73.9K	0.02%	739
2017 Q1	$583K	Buy	+23,988	New	+$535K	0.02%	726

Other funds holding APO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

FDx Advisors's APO Position: Q2 2023 in Review

FDx Advisors sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 17,396 shares — an estimated $1.11M sold.

FDx Advisors first reported a position in APO in Q1 2017 and held it in 18 quarters. The position peaked at $1.11M in Q1 2023. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

FDx Advisors reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 17,396 Apollo Global Management shares in Q2 2023, an estimated $1.11M.
FDx Advisors first reported a position in Apollo Global Management in Q1 2017 and held it in 18 quarters.
FDx Advisors's Apollo Global Management position peaked at $1.11M in Q1 2023.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.