Janiczek Wealth Management’s Apollo Global Management APO Stock Holding History

Janiczek 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 Q2	$60.1K	Hold	509	–	–	0.01%	376
2024 Q1	$57.2K	Hold	509	–	–	0.01%	387
2023 Q4	$47.4K	Buy	509 +1	+0.2%	+$88	0.01%	395
2023 Q3	$45.6K	Hold	508	–	–	0.01%	374
2023 Q2	$39K	Hold	508	–	–	0.01%	353
2023 Q1	$33K	Sell	508 -8	-2%	-$536	0.01%	367
2022 Q4	$35.3K	Buy	516 +8	+2%	+$475	0.01%	362
2022 Q3	$25K	Hold	508	–	–	0.01%	417
2022 Q2	$29K	Buy	+508	New	+$27.6K	0.01%	408

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

NPT

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Janiczek Wealth Management's APO Position: Q2 2024 in Review

Janiczek Wealth Management held its Apollo Global Management (APO) position steady in Q2 2024 at 509 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #376.

Janiczek Wealth Management first reported a position in APO in Q2 2022 and has held it in 9 quarters since. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Janiczek Wealth Management held 509 shares of Apollo Global Management worth $60.1K as of Q2 2024.
Janiczek Wealth Management left its Apollo Global Management share count unchanged in Q2 2024.
Apollo Global Management made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #376 holding.
Janiczek Wealth Management first reported a position in Apollo Global Management in Q2 2022 and has held it in 9 quarters since.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.