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Keystone Wealth Services’s Apollo Global Management APO Stock Holding History

Keystone Wealth Services’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
Q1 		– Sell
-3,939
Closed -$367K – 221
2023
Q4 		$367K Hold
3,939
– – 0.13% 147
2023
Q3 		$354K Hold
3,939
– – 0.13% 145
2023
Q2 		$303K Hold
3,939
– – 0.11% 154
2023
Q1 		$249K Hold
3,939
– – 0.1% 170
2022
Q4 		$251K Buy
+3,939
New +$234K 0.11% 161
2022
Q2 		– Sell
-3,939
Closed -$244K – 170
2022
Q1 		$244K Hold
3,939
– – 0.1% 155
2021
Q4 		$285K Buy
+3,939
New +$284K 0.12% 135

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Keystone Wealth Services's APO Position: Q1 2024 in Review

Keystone Wealth Services sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 3,939 shares — an estimated $367K sold.

Keystone Wealth Services first reported a position in APO in Q4 2021 and held it in 7 quarters. The position peaked at $367K in Q4 2023. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

  • Keystone Wealth Services reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 3,939 Apollo Global Management shares in Q1 2024, an estimated $367K.
  • Keystone Wealth Services first reported a position in Apollo Global Management in Q4 2021 and held it in 7 quarters.
  • Keystone Wealth Services's Apollo Global Management position peaked at $367K in Q4 2023.
  • 894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Keystone Wealth Services's 13F filing for Q1 2024, filed 12 Apr 2024.