One Wealth Advisors’s Apollo Global Management APO Stock Holding History

One Wealth Advisors’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	-2,682	Closed	-$79K	–	552
2018 Q1	$79K	Sell	2,682 -186	-6%	-$6.26K	0.07%	198
2017 Q4	$96K	Buy	+2,868	New	+$89.9K	0.08%	203

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

One Wealth Advisors's APO Position: Q2 2018 in Review

One Wealth Advisors sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 2,682 shares — an estimated $79K sold.

One Wealth Advisors first reported a position in APO in Q4 2017 and held it in 2 quarters. The position peaked at $96K in Q4 2017. 213 funds tracked by Wall St. Rank hold APO as of Q2 2018.

One Wealth Advisors reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
One Wealth Advisors sold 2,682 Apollo Global Management shares in Q2 2018, an estimated $79K.
One Wealth Advisors first reported a position in Apollo Global Management in Q4 2017 and held it in 2 quarters.
One Wealth Advisors's Apollo Global Management position peaked at $96K in Q4 2017.
213 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on One Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.