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Freedman Financial Associates’s Apollo Global Management APO Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-3,200
Closed -$203K – 28
2022
Q1 		$203K Hold
3,200
– – 0.14% 76
2021
Q4 		$232K Hold
3,200
– – 0.16% 65
2021
Q3 		$197K Hold
3,200
– – 0.14% 69
2021
Q2 		$199K Hold
3,200
– – 0.15% 68
2021
Q1 		$150K Hold
3,200
– – 0.12% 73
2020
Q4 		$157K Buy
+3,200
New +$143K 0.14% 66

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedman Financial Associates's APO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Apollo Global Management (APO) in Q2 2022, closing a stake of 3,200 shares — an estimated $203K sold.

Freedman Financial Associates first reported a position in APO in Q4 2020 and held it in 6 quarters. The position peaked at $232K in Q4 2021. 612 funds tracked by Wall St. Rank hold APO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Apollo Global Management position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,200 Apollo Global Management shares in Q2 2022, an estimated $203K.
  • Freedman Financial Associates first reported a position in Apollo Global Management in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Apollo Global Management position peaked at $232K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.