Focused Wealth Management’s Apollo Global Management APO Stock Holding History

Focused Wealth 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 Q1	–	Sell	-100	Closed	-$9.32K	–	250
2023 Q4	$9.32K	Hold	100	–	–	﹤0.01%	566
2023 Q3	$8.98K	Hold	100	–	–	﹤0.01%	547
2023 Q2	$7.68K	Hold	100	–	–	﹤0.01%	596
2023 Q1	$6.32K	Hold	100	–	–	﹤0.01%	623
2022 Q4	$6.38K	Hold	100	–	–	﹤0.01%	603
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	612
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	601
2022 Q1	$6K	Buy	+100	New	+$6.58K	﹤0.01%	627

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

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

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

Focused Wealth Management's APO Position: Q1 2024 in Review

Focused Wealth Management sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 100 shares — an estimated $9.32K sold.

Focused Wealth Management first reported a position in APO in Q1 2022 and held it in 8 quarters. The position peaked at $9.32K in Q4 2023. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Focused Wealth Management reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 100 Apollo Global Management shares in Q1 2024, an estimated $9.32K.
Focused Wealth Management first reported a position in Apollo Global Management in Q1 2022 and held it in 8 quarters.
Focused Wealth Management's Apollo Global Management position peaked at $9.32K in Q4 2023.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.