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

Meridian Wealth Partners’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
2021
Q2 		– Sell
-375
Closed -$18K – 156
2021
Q1 		$18K Buy
+375
New +$18.2K 0.01% 298

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ClearBridge Investments
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Capital International Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Meridian Wealth Partners's APO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Apollo Global Management (APO) in Q2 2021, closing a stake of 375 shares — an estimated $18K sold.

Meridian Wealth Partners first reported a position in APO in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 448 funds tracked by Wall St. Rank hold APO as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Apollo Global Management position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 375 Apollo Global Management shares in Q2 2021, an estimated $18K.
  • Meridian Wealth Partners first reported a position in Apollo Global Management in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Apollo Global Management position peaked at $18K in Q1 2021.
  • 448 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.