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Financial Advocates Investment Management’s Apollo Global Management APO Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-1,929
Closed -$217K – 745
2024
Q1 		$217K Buy
+1,929
New +$204K 0.01% 695

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advocates Investment Management's APO Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 1,929 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in APO in Q1 2024 and held it in 1 quarter. The position peaked at $217K in Q1 2024. 941 funds tracked by Wall St. Rank hold APO as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,929 Apollo Global Management shares in Q2 2024, an estimated $217K.
  • Financial Advocates Investment Management first reported a position in Apollo Global Management in Q1 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's Apollo Global Management position peaked at $217K in Q1 2024.
  • 941 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.