Financial Architects (New Jersey)’s Apollo Global Management APO Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-10,716	Closed	-$684K	–	312
2022 Q4	$684K	Hold	10,716	–	–	0.11%	176
2022 Q3	$498K	Hold	10,716	–	–	0.09%	198
2022 Q2	$520K	Buy	+10,716	New	+$583K	0.66%	30
2020 Q1	–	Sell	-6,877	Closed	-$328K	–	841
2019 Q4	$328K	Buy	+6,877	New	+$293K	0.07%	185
2019 Q2	–	Sell	-300	Closed	-$8K	–	1195
2019 Q1	$8K	Buy	+300	New	+$8.53K	﹤0.01%	1130

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

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

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

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

BWA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s APO Position: Q1 2023 in Review

Financial Architects (New Jersey) sold out of Apollo Global Management (APO) in Q1 2023, closing a stake of 10,716 shares — an estimated $684K sold.

Financial Architects (New Jersey) first reported a position in APO in Q1 2019 and held it in 5 quarters. The position peaked at $684K in Q4 2022. 657 funds tracked by Wall St. Rank hold APO as of Q1 2023.

Financial Architects (New Jersey) reported no remaining Apollo Global Management position as of Q1 2023 after selling out during the quarter.
Financial Architects (New Jersey) sold 10,716 Apollo Global Management shares in Q1 2023, an estimated $684K.
Financial Architects (New Jersey) first reported a position in Apollo Global Management in Q1 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Apollo Global Management position peaked at $684K in Q4 2022.
657 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2023, filed 12 May 2023.