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Impact Partnership Wealth’s Apollo Global Management APO Stock Holding History

Impact Partnership Wealth’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
-5,064
Closed -$598K – 241
2024
Q2 		$598K Buy
5,064
+2,091
+70% +$237K 0.16% 86
2024
Q1 		$334K Buy
2,973
+69
+2% +$7.28K 0.13% 115
2023
Q4 		$271K Buy
2,904
+2,732
+1,588% +$241K 0.1% 129
2023
Q3 		$15.4K Buy
172
+142
+473% +$11.9K ﹤0.01% 517
2023
Q2 		$2.31K Buy
+30
New +$2.01K ﹤0.01% 634

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM