HGWM
APO icon

Harvest Group Wealth Management’s Apollo Global Management APO Stock Holding History

Harvest Group 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
2023
Q1 		$758 Sell
12
-28
-70% -$1.88K ﹤0.01% 160
2022
Q4 		$2.55K Buy
40
+3
+8% +$178 ﹤0.01% 111
2022
Q3 		$2K Hold
37
– – ﹤0.01% 106
2022
Q2 		$2K Buy
37
+7
+23% +$381 ﹤0.01% 118
2022
Q1 		$2K Hold
30
– – ﹤0.01% 84
2021
Q4 		$2K Buy
+30
New +$2.16K ﹤0.01% 69

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return