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Heritage Wealth Management (California)’s Apollo Global Management APO Stock Holding History

Heritage Wealth Management (California)’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
Q3 		– Sell
-721
Closed -$85.1K – 127
2024
Q2 		$85.1K Buy
+721
New +$81.8K 0.06% 105

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (California)'s APO Position: Q3 2024 in Review

Heritage Wealth Management (California) sold out of Apollo Global Management (APO) in Q3 2024, closing a stake of 721 shares — an estimated $85.1K sold.

Heritage Wealth Management (California) first reported a position in APO in Q2 2024 and held it in 1 quarter. The position peaked at $85.1K in Q2 2024. 952 funds tracked by Wall St. Rank hold APO as of Q3 2024.

  • Heritage Wealth Management (California) reported no remaining Apollo Global Management position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 721 Apollo Global Management shares in Q3 2024, an estimated $85.1K.
  • Heritage Wealth Management (California) first reported a position in Apollo Global Management in Q2 2024 and held it in 1 quarter.
  • Heritage Wealth Management (California)'s Apollo Global Management position peaked at $85.1K in Q2 2024.
  • 952 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q3 2024, filed 18 Oct 2024.