FRG Family Wealth Advisors’s Apollo Global Management APO Stock Holding History

FRG Family 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	-1	Closed	-$108	–	158
2024 Q1	$108	Buy	+1	New	+$106	﹤0.01%	367

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

FRG Family Wealth Advisors's APO Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 1 share — an estimated $108 sold.

FRG Family Wealth Advisors first reported a position in APO in Q1 2024 and held it in 1 quarter. The position peaked at $108 in Q1 2024. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 1 Apollo Global Management share in Q2 2024, an estimated $108.
FRG Family Wealth Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Apollo Global Management position peaked at $108 in Q1 2024.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.