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 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Group Wealth Management's APO Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Apollo Global Management (APO) stake by 70% in Q1 2023, selling an estimated $1.88K and leaving 12 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Harvest Group Wealth Management first reported a position in APO in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.55K in Q4 2022. 657 funds tracked by Wall St. Rank hold APO as of Q1 2023.

Harvest Group Wealth Management held 12 shares of Apollo Global Management worth $758 as of Q1 2023.
Harvest Group Wealth Management sold 28 Apollo Global Management shares in Q1 2023, an estimated $1.88K.
Apollo Global Management made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #160 holding.
Harvest Group Wealth Management first reported a position in Apollo Global Management in Q4 2021 and has held it in 6 quarters since.
Harvest Group Wealth Management's Apollo Global Management position peaked at $2.55K in Q4 2022.
657 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.