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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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.