Gradient Investments’s Apollo Global Management APO Stock Holding History

Gradient Investments’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	-21	Closed	-$1.96K	–	1265
2023 Q4	$1.96K	Hold	21	–	–	﹤0.01%	1235
2023 Q3	$1.89K	Hold	21	–	–	﹤0.01%	1193
2023 Q2	$1.61K	Buy	21 +12	+133%	+$802	﹤0.01%	1208
2023 Q1	$568	Hold	9	–	–	﹤0.01%	1269
2022 Q4	$574	Sell	9 -50	-85%	-$2.97K	﹤0.01%	1286
2022 Q3	$3K	Buy	59 +24	+69%	+$1.32K	﹤0.01%	1034
2022 Q2	$2K	Sell	35 -32	-48%	-$1.74K	﹤0.01%	1022
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	909
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	920
2021 Q3	$4K	Sell	67 -35	-34%	-$2.1K	﹤0.01%	903
2021 Q2	$6K	Sell	102 -58	-36%	-$3.22K	﹤0.01%	839
2021 Q1	$8K	Sell	160 -227,103	-100%	-$11M	﹤0.01%	797
2020 Q4	$10.2M	Sell	227,263 -3,362	-1%	-$150K	0.43%	60
2020 Q3	$10.3M	Buy	+230,625	New	+$11.1M	0.43%	60
2020 Q2	–	Sell	-17	Closed	-$1K	–	1041
2020 Q1	$1K	Buy	+17	New	+$730	﹤0.01%	960

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 $3.37T AUM 44.26% 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

Gradient Investments's APO Position: Q1 2024 in Review

Gradient Investments sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 21 shares — an estimated $1.96K sold.

Gradient Investments first reported a position in APO in Q1 2020 and held it in 15 quarters. The position peaked at $10.3M in Q3 2020. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Gradient Investments reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 21 Apollo Global Management shares in Q1 2024, an estimated $1.96K.
Gradient Investments first reported a position in Apollo Global Management in Q1 2020 and held it in 15 quarters.
Gradient Investments's Apollo Global Management position peaked at $10.3M in Q3 2020.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.