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Great Point Wealth Advisors’s Apollo Global Management APO Stock Holding History

Great Point 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
2022
Q1 		– Sell
-6,314
Closed -$457K – 61
2021
Q4 		$457K Buy
+6,314
New +$456K 0.14% 38

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Great Point Wealth Advisors's APO Position: Q1 2022 in Review

Great Point Wealth Advisors sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 6,314 shares — an estimated $457K sold.

Great Point Wealth Advisors first reported a position in APO in Q4 2021 and held it in 1 quarter. The position peaked at $457K in Q4 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

  • Great Point Wealth Advisors reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
  • Great Point Wealth Advisors sold 6,314 Apollo Global Management shares in Q1 2022, an estimated $457K.
  • Great Point Wealth Advisors first reported a position in Apollo Global Management in Q4 2021 and held it in 1 quarter.
  • Great Point Wealth Advisors's Apollo Global Management position peaked at $457K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Great Point Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.