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OneAscent Financial Services’s Apollo Global Management APO Stock Holding History

OneAscent Financial Services’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
2022
Q4 		– Sell
-14,035
Closed -$653K – 182
2022
Q3 		$653K Sell
14,035
-1,238
-8% -$68K 0.26% 60
2022
Q2 		$740K Buy
+15,273
New +$831K 0.34% 46

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

OneAscent Financial Services's APO Position: Q4 2022 in Review

OneAscent Financial Services sold out of Apollo Global Management (APO) in Q4 2022, closing a stake of 14,035 shares — an estimated $653K sold.

OneAscent Financial Services first reported a position in APO in Q2 2022 and held it in 2 quarters. The position peaked at $740K in Q2 2022. 674 funds tracked by Wall St. Rank hold APO as of Q4 2022.

  • OneAscent Financial Services reported no remaining Apollo Global Management position as of Q4 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 14,035 Apollo Global Management shares in Q4 2022, an estimated $653K.
  • OneAscent Financial Services first reported a position in Apollo Global Management in Q2 2022 and held it in 2 quarters.
  • OneAscent Financial Services's Apollo Global Management position peaked at $740K in Q2 2022.
  • 674 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on OneAscent Financial Services's 13F filing for Q4 2022, filed 12 Jan 2023.