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

Kolinsky 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 		$262K Sell
1,587
-39
-2% -$6.18K 0.16% 126
2024
Q3 		$203K Buy
+1,626
New +$188K 0.13% 169

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kolinsky Wealth Management's APO Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Apollo Global Management (APO) stake by 2.4% in Q4 2024, selling an estimated $6.18K and leaving 1,587 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #126.

Kolinsky Wealth Management first reported a position in APO in Q3 2024 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

  • Kolinsky Wealth Management held 1,587 shares of Apollo Global Management worth $262K as of Q4 2024.
  • Kolinsky Wealth Management sold 39 Apollo Global Management shares in Q4 2024, an estimated $6.18K.
  • Apollo Global Management made up 0.16% of Kolinsky Wealth Management's portfolio in Q4 2024, its #126 holding.
  • Kolinsky Wealth Management first reported a position in Apollo Global Management in Q3 2024 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.