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

Meridian 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
2018 Q2	–	Sell	-10,645	Closed	-$315K	–	185
2018 Q1	$315K	Buy	10,645 +1,440	+16%	+$48.4K	0.16%	130
2017 Q4	$277K	Hold	9,205	–	–	0.17%	133
2017 Q3	$277K	Buy	+9,205	New	+$265K	0.18%	129

Other funds holding APO

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meridian Wealth Management's APO Position: Q2 2018 in Review

Meridian Wealth Management sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 10,645 shares — an estimated $315K sold.

Meridian Wealth Management first reported a position in APO in Q3 2017 and held it in 3 quarters. The position peaked at $315K in Q1 2018. 213 funds tracked by Wall St. Rank hold APO as of Q2 2018.

Meridian Wealth Management reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
Meridian Wealth Management sold 10,645 Apollo Global Management shares in Q2 2018, an estimated $315K.
Meridian Wealth Management first reported a position in Apollo Global Management in Q3 2017 and held it in 3 quarters.
Meridian Wealth Management's Apollo Global Management position peaked at $315K in Q1 2018.
213 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on Meridian Wealth Management's 13F filing for Q2 2018, filed 6 Aug 2018.