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

OneAscent 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
2022
Q2 		– Sell
-10,769
Closed -$668K – 185
2022
Q1 		$668K Buy
+10,769
New +$708K 0.33% 44

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OneAscent Wealth Management's APO Position: Q2 2022 in Review

OneAscent Wealth Management sold out of Apollo Global Management (APO) in Q2 2022, closing a stake of 10,769 shares — an estimated $668K sold.

OneAscent Wealth Management first reported a position in APO in Q1 2022 and held it in 1 quarter. The position peaked at $668K in Q1 2022. 611 funds tracked by Wall St. Rank hold APO as of Q2 2022.

  • OneAscent Wealth Management reported no remaining Apollo Global Management position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 10,769 Apollo Global Management shares in Q2 2022, an estimated $668K.
  • OneAscent Wealth Management first reported a position in Apollo Global Management in Q1 2022 and held it in 1 quarter.
  • OneAscent Wealth Management's Apollo Global Management position peaked at $668K in Q1 2022.
  • 611 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.