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Future Financial Wealth Management’s Apollo Global Management APO Stock Holding History

Future Financial 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
2025
Q1 		– Sell
-1,000
Closed -$165K – 449
2024
Q4 		$165K Hold
1,000
– – 0.12% 120
2024
Q3 		$125K Buy
+1,000
New +$115K 0.09% 146
2024
Q2 		– Sell
-1,000
Closed -$112K – 134
2024
Q1 		$112K Buy
+1,000
New +$106K 0.09% 158
2022
Q3 		– Sell
-4,000
Closed -$248K – 123
2022
Q2 		$248K Hold
4,000
– – 0.24% 105
2022
Q1 		$248K Hold
4,000
– – 0.21% 105
2021
Q4 		$286K Hold
4,000
– – 0.23% 97
2021
Q3 		$249K Hold
4,000
– – 0.26% 99
2021
Q2 		$249K Buy
+4,000
New +$222K 0.26% 99

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM