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Parcion Private Wealth’s Apollo Global Management APO Stock Holding History

Parcion Private Wealth’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
2020
Q2 		– Sell
-12,386
Closed -$415K – 181
2020
Q1 		$415K Hold
12,386
– – 0.11% 112
2019
Q4 		$591K Buy
+12,386
New +$529K 0.13% 103

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parcion Private Wealth's APO Position: Q2 2020 in Review

Parcion Private Wealth sold out of Apollo Global Management (APO) in Q2 2020, closing a stake of 12,386 shares — an estimated $415K sold.

Parcion Private Wealth first reported a position in APO in Q4 2019 and held it in 2 quarters. The position peaked at $591K in Q4 2019. 361 funds tracked by Wall St. Rank hold APO as of Q2 2020.

  • Parcion Private Wealth reported no remaining Apollo Global Management position as of Q2 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 12,386 Apollo Global Management shares in Q2 2020, an estimated $415K.
  • Parcion Private Wealth first reported a position in Apollo Global Management in Q4 2019 and held it in 2 quarters.
  • Parcion Private Wealth's Apollo Global Management position peaked at $591K in Q4 2019.
  • 361 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.