Financial Synergies Wealth Advisors’s Apollo Global Management APO Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-12	Closed	-$1.35K	–	97
2024 Q1	$1.35K	Buy	+12	New	+$1.27K	﹤0.01%	366

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's APO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 12 shares — an estimated $1.35K sold.

Financial Synergies Wealth Advisors first reported a position in APO in Q1 2024 and held it in 1 quarter. The position peaked at $1.35K in Q1 2024. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 12 Apollo Global Management shares in Q2 2024, an estimated $1.35K.
Financial Synergies Wealth Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 1 quarter.
Financial Synergies Wealth Advisors's Apollo Global Management position peaked at $1.35K in Q1 2024.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.