PCWA
APO icon

Pacific Capital Wealth Advisors’s Apollo Global Management APO Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-15
Closed -$1.87K – 409
2024
Q3 		$1.87K Sell
15
-42
-74% -$4.85K ﹤0.01% 405
2024
Q2 		$6.73K Buy
57
+39
+217% +$4.42K ﹤0.01% 350
2024
Q1 		$2.02K Buy
+18
New +$1.9K ﹤0.01% 439

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pacific Capital Wealth Advisors's APO Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 15 shares — an estimated $1.87K sold.

Pacific Capital Wealth Advisors first reported a position in APO in Q1 2024 and held it in 3 quarters. The position peaked at $6.73K in Q2 2024. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 15 Apollo Global Management shares in Q4 2024, an estimated $1.87K.
  • Pacific Capital Wealth Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Apollo Global Management position peaked at $6.73K in Q2 2024.
  • 1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.