Glassman Wealth Services’s Apollo Global Management APO Stock Holding History

Glassman Wealth Services’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	-225	Closed	-$21K	–	310
2023 Q4	$21K	Buy	225 +1	+0.4%	+$88	﹤0.01%	681
2023 Q3	$20.1K	Buy	224 +6	+3%	+$504	﹤0.01%	656
2023 Q2	$16.7K	Buy	218 +7	+3%	+$468	﹤0.01%	672
2023 Q1	$13.3K	Buy	211 +8	+4%	+$536	﹤0.01%	734
2022 Q4	$12.9K	Buy	203 +14	+7%	+$832	﹤0.01%	764
2022 Q3	$9K	Buy	189 +27	+17%	+$1.48K	﹤0.01%	813
2022 Q2	$8K	Buy	+162	New	+$8.81K	﹤0.01%	860
2021 Q4	–	Sell	-3	Closed	–	–	1621
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1573
2021 Q2	$0	Buy	+3	New	+$166	﹤0.01%	1439

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

Glassman Wealth Services's APO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 225 shares — an estimated $21K sold.

Glassman Wealth Services first reported a position in APO in Q2 2021 and held it in 9 quarters. The position peaked at $21K in Q4 2023. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Glassman Wealth Services reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 225 Apollo Global Management shares in Q1 2024, an estimated $21K.
Glassman Wealth Services first reported a position in Apollo Global Management in Q2 2021 and held it in 9 quarters.
Glassman Wealth Services's Apollo Global Management position peaked at $21K in Q4 2023.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.