Jamison Private Wealth Management’s Apollo Global Management APO Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-298	Closed	-$37.2K	–	215
2024 Q3	$37.2K	Hold	298	–	–	0.01%	265
2024 Q2	$35.2K	Hold	298	–	–	0.01%	259
2024 Q1	$33.5K	Hold	298	–	–	0.01%	271
2023 Q4	$27.8K	Hold	298	–	–	0.01%	259
2023 Q3	$26.7K	Buy	+298	New	+$25K	0.01%	257

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jamison Private Wealth Management's APO Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 298 shares — an estimated $37.2K sold.

Jamison Private Wealth Management first reported a position in APO in Q3 2023 and held it in 5 quarters. The position peaked at $37.2K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

Jamison Private Wealth Management reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 298 Apollo Global Management shares in Q4 2024, an estimated $37.2K.
Jamison Private Wealth Management first reported a position in Apollo Global Management in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Apollo Global Management position peaked at $37.2K in Q3 2024.
1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.