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

OTA 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
Q2 		– Sell
-57,467
Closed -$2.7M – 96
2021
Q1 		$2.7M Buy
+57,467
New +$2.8M 2.16% 7

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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

OTA Financial Group's APO Position: Q2 2021 in Review

OTA Financial Group sold out of Apollo Global Management (APO) in Q2 2021, closing a stake of 57,467 shares — an estimated $2.7M sold.

OTA Financial Group first reported a position in APO in Q1 2021 and held it in 1 quarter. The position peaked at $2.7M in Q1 2021. 448 funds tracked by Wall St. Rank hold APO as of Q2 2021.

  • OTA Financial Group reported no remaining Apollo Global Management position as of Q2 2021 after selling out during the quarter.
  • OTA Financial Group sold 57,467 Apollo Global Management shares in Q2 2021, an estimated $2.7M.
  • OTA Financial Group first reported a position in Apollo Global Management in Q1 2021 and held it in 1 quarter.
  • OTA Financial Group's Apollo Global Management position peaked at $2.7M in Q1 2021.
  • 448 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2021.

Based on OTA Financial Group's 13F filing for Q2 2021, filed 28 Jul 2021.