Lake Point Wealth Management’s Apollo Global Management APO Stock Holding History

Lake Point 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
2020 Q1	$2K	Buy	60 +10	+20%	+$429	﹤0.01%	252
2019 Q4	$2K	Buy	+50	New	+$2.13K	﹤0.01%	471
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	476
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	476
2018 Q4	$2K	Buy	+100	New	+$2.87K	﹤0.01%	662

Other funds holding APO

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Lake Point Wealth Management's APO Position: Q1 2020 in Review

Lake Point Wealth Management increased its Apollo Global Management (APO) stake by 20% in Q1 2020, buying an estimated $429 and bringing the position to 60 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Lake Point Wealth Management first reported a position in APO in Q4 2018 and has held it in 5 quarters since. The position peaked at $3K in Q2 2019. 317 funds tracked by Wall St. Rank hold APO as of Q1 2020.

Lake Point Wealth Management held 60 shares of Apollo Global Management worth $2K as of Q1 2020.
Lake Point Wealth Management bought 10 Apollo Global Management shares in Q1 2020, an estimated $429.
Apollo Global Management made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #252 holding.
Lake Point Wealth Management first reported a position in Apollo Global Management in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Apollo Global Management position peaked at $3K in Q2 2019.
317 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.