Fiduciary Alliance’s Apollo Global Management APO Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-692	Closed	-$53.2K	–	211
2023 Q2	$53.2K	Buy	+692	New	+$46.3K	0.01%	305
2023 Q1	–	Sell	-4	Closed	-$255	–	179
2022 Q4	$255	Buy	+4	New	+$238	﹤0.01%	888

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BWA

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

Fiduciary Alliance's APO Position: Q3 2023 in Review

Fiduciary Alliance sold out of Apollo Global Management (APO) in Q3 2023, closing a stake of 692 shares — an estimated $53.2K sold.

Fiduciary Alliance first reported a position in APO in Q4 2022 and held it in 2 quarters. The position peaked at $53.2K in Q2 2023. 760 funds tracked by Wall St. Rank hold APO as of Q3 2023.

Fiduciary Alliance reported no remaining Apollo Global Management position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 692 Apollo Global Management shares in Q3 2023, an estimated $53.2K.
Fiduciary Alliance first reported a position in Apollo Global Management in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Apollo Global Management position peaked at $53.2K in Q2 2023.
760 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.