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Next Financial Group’s Apollo Global Management APO Stock Holding History

Next Financial Group’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
Q4 		$90K Buy
1,240
+764
+161% +$55.1K 0.01% 1209
2021
Q3 		$29K Sell
476
-5,386
-92% -$324K ﹤0.01% 1651
2021
Q2 		$365K Buy
5,862
+5,528
+1,655% +$307K 0.03% 588
2021
Q1 		$16K Buy
334
+246
+280% +$12K ﹤0.01% 1713
2020
Q4 		$4K Hold
88
– – ﹤0.01% 2020
2020
Q3 		$4K Buy
+88
New +$4.23K ﹤0.01% 1888
2020
Q2 		– Sell
-88
Closed -$3K – 662
2020
Q1 		$3K Hold
88
– – ﹤0.01% 1810
2019
Q4 		$4K Hold
88
– – ﹤0.01% 1999
2019
Q3 		$3K Sell
88
-1,500
-94% -$54.6K ﹤0.01% 1988
2019
Q2 		$54K Buy
+1,588
New +$50.5K 0.01% 1135
2019
Q1 		– Sell
-3,488
Closed -$86K – 1640
2018
Q4 		$86K Sell
3,488
-4,712
-57% -$135K 0.02% 634
2018
Q3 		$283K Hold
8,200
– – 0.13% 151
2018
Q2 		$261K Buy
+8,200
New +$251K 0.1% 228
2017
Q4 		– Sell
-5,900
Closed -$184K – 326
2017
Q3 		$184K Sell
5,900
-500
-8% -$14.4K 0.05% 339
2017
Q2 		$169K Buy
6,400
+3,300
+106% +$87.9K 0.04% 399
2017
Q1 		$83K Buy
3,100
+3,020
+3,775% +$67.3K 0.02% 552
2016
Q4 		$2K Buy
80
+1
+1% +$19 ﹤0.01% 2140
2016
Q3 		$1K Buy
+79
New +$1.39K ﹤0.01% 2241
2015
Q4 		– Sell
-176
Closed -$3K – 1770
2015
Q3 		$3K Sell
176
-1,364
-89% -$27.2K ﹤0.01% 1528
2015
Q2 		$34K Sell
1,540
-611
-28% -$13.4K 0.01% 806
2015
Q1 		$46K Sell
2,151
-1,102
-34% -$25.7K 0.01% 689
2014
Q4 		$77K Sell
3,253
-2,715
-45% -$62.6K 0.03% 533
2014
Q3 		$142K Sell
5,968
-1,079
-15% -$27K 0.03% 551
2014
Q2 		$173K Buy
+7,047
New +$191K 0.09% 171

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Next Financial Group's APO Position: Q4 2021 in Review

Next Financial Group increased its Apollo Global Management (APO) stake by 161% in Q4 2021, buying an estimated $55.1K and bringing the position to 1,240 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #1209.

Next Financial Group first reported a position in APO in Q2 2014 and has held it in 24 quarters since. The position peaked at $365K in Q2 2021. 496 funds tracked by Wall St. Rank hold APO as of Q4 2021.

  • Next Financial Group held 1,240 shares of Apollo Global Management worth $90K as of Q4 2021.
  • Next Financial Group bought 764 Apollo Global Management shares in Q4 2021, an estimated $55.1K.
  • Apollo Global Management made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1209 holding.
  • Next Financial Group first reported a position in Apollo Global Management in Q2 2014 and has held it in 24 quarters since.
  • Next Financial Group's Apollo Global Management position peaked at $365K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.