Parisi Gray Wealth Management’s Apollo Global Management APO Stock Holding History

Parisi Gray 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
2020 Q1	–	Sell	-6,000	Closed	-$286K	–	105
2019 Q4	$286K	Hold	6,000	–	–	0.16%	85
2019 Q3	$227K	Sell	6,000 -3,000	-33%	-$109K	0.15%	91
2019 Q2	$309K	Sell	9,000 -3,000	-25%	-$95.3K	0.21%	80
2019 Q1	$339K	Buy	+12,000	New	+$341K	0.22%	74
2018 Q4	–	Sell	-14,000	Closed	-$489K	–	573
2018 Q3	$489K	Sell	14,000 -2,000	-13%	-$69.7K	0.3%	75
2018 Q2	$558K	Hold	16,000	–	–	0.37%	64
2018 Q1	$482K	Hold	16,000	–	–	0.37%	67
2017 Q4	$538K	Buy	+16,000	New	+$501K	0.4%	62

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Parisi Gray Wealth Management's APO Position: Q1 2020 in Review

Parisi Gray Wealth Management sold out of Apollo Global Management (APO) in Q1 2020, closing a stake of 6,000 shares — an estimated $286K sold.

Parisi Gray Wealth Management first reported a position in APO in Q4 2017 and held it in 8 quarters. The position peaked at $558K in Q2 2018. 317 funds tracked by Wall St. Rank hold APO as of Q1 2020.

Parisi Gray Wealth Management reported no remaining Apollo Global Management position as of Q1 2020 after selling out during the quarter.
Parisi Gray Wealth Management sold 6,000 Apollo Global Management shares in Q1 2020, an estimated $286K.
Parisi Gray Wealth Management first reported a position in Apollo Global Management in Q4 2017 and held it in 8 quarters.
Parisi Gray Wealth Management's Apollo Global Management position peaked at $558K in Q2 2018.
317 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2020.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.