First Allied Advisory Services’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$566K Buy
+12,638
New +$608K 0.02% 649
2020
Q2
Sell
-8,626
Closed -$289K 1110
2020
Q1
$289K Sell
8,626
-2,155
-20% -$92.6K 0.01% 773
2019
Q4
$516K Buy
10,781
+740
+7% +$31.6K 0.02% 701
2019
Q3
$382K Buy
10,041
+3,292
+49% +$120K 0.01% 795
2019
Q2
$231K Buy
+6,749
New +$214K 0.01% 1027
2018
Q2
Sell
-37,444
Closed -$1.11M 1154
2018
Q1
$1.11M Buy
37,444
+7,717
+26% +$260K 0.04% 429
2017
Q4
$996K Sell
29,727
-21,955
-42% -$688K 0.04% 451
2017
Q3
$1.55M Buy
51,682
+24,690
+91% +$711K 0.07% 302
2017
Q2
$713K Sell
26,992
-531
-2% -$14.1K 0.03% 513
2017
Q1
$670K Buy
+27,523
New +$614K 0.03% 492
2015
Q1
Sell
-28,095
Closed -$658K 1076
2014
Q4
$658K Buy
28,095
+2,675
+11% +$61.7K 0.05% 443
2014
Q3
$612K Buy
+25,420
New +$636K 0.05% 439
2014
Q2
Sell
-24,689
Closed -$786K 998
2014
Q1
$786K Buy
24,689
+40
+0.2% +$1.3K 0.06% 364
2013
Q4
$778K Buy
+24,649
New +$764K 0.06% 365

Other funds holding APO

First Allied Advisory Services's APO Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Apollo Global Management (APO) in Q3 2020: 12,638 shares worth $566K. The stake represents 0.02% of the portfolio and ranks #649 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in APO as recently as Q1 2020.

First Allied Advisory Services first reported a position in APO in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.55M in Q3 2017. 375 funds tracked by Wall St. Rank hold APO as of Q3 2020.

  • First Allied Advisory Services held 12,638 shares of Apollo Global Management worth $566K as of Q3 2020.
  • Apollo Global Management was a new First Allied Advisory Services position in Q3 2020.
  • Apollo Global Management made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #649 holding.
  • First Allied Advisory Services first reported a position in Apollo Global Management in Q4 2013 and has held it in 14 quarters since.
  • First Allied Advisory Services's Apollo Global Management position peaked at $1.55M in Q3 2017.
  • 375 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.