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Pin Oak Investment Advisors’s Apollo Global Management APO Stock Holding History

Pin Oak Investment 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
2021
Q2 		– Sell
-200
Closed -$9K – 402
2021
Q1 		$9K Sell
200
-35,675
-99% -$1.74M 0.01% 323
2020
Q4 		$1.76M Sell
35,875
-1,275
-3% -$56.9K 1.45% 21
2020
Q3 		$1.66M Sell
37,150
-1,375
-4% -$66.2K 1.6% 18
2020
Q2 		$1.92M Sell
38,525
-5,830
-13% -$256K 1.79% 16
2020
Q1 		$1.49M Sell
44,355
-2,000
-4% -$85.9K 1.56% 21
2019
Q4 		$2.21M Sell
46,355
-9,850
-18% -$420K 1.78% 16
2019
Q3 		$2.13M Sell
56,205
-2,900
-5% -$106K 1.74% 14
2019
Q2 		$2.03M Sell
59,105
-4,200
-7% -$133K 1.58% 16
2019
Q1 		$1.79M Sell
63,305
-985
-2% -$28K 1.43% 20
2018
Q4 		$1.58M Buy
64,290
+63,055
+5,106% +$1.81M 1.4% 20
2018
Q3 		$43K Sell
1,235
-300
-20% -$10.5K 0.03% 197
2018
Q2 		$49K Sell
1,535
-330
-18% -$10.1K 0.04% 193
2018
Q1 		$55K Sell
1,865
-72,280
-97% -$2.43M 0.04% 186
2017
Q4 		$2.48M Buy
+74,145
New +$2.32M 1.91% 11

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

Pin Oak Investment Advisors's APO Position: Q2 2021 in Review

Pin Oak Investment Advisors sold out of Apollo Global Management (APO) in Q2 2021, closing a stake of 200 shares — an estimated $9K sold.

Pin Oak Investment Advisors first reported a position in APO in Q4 2017 and held it in 14 quarters. The position peaked at $2.48M in Q4 2017. 449 funds tracked by Wall St. Rank hold APO as of Q2 2021.

  • Pin Oak Investment Advisors reported no remaining Apollo Global Management position as of Q2 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 200 Apollo Global Management shares in Q2 2021, an estimated $9K.
  • Pin Oak Investment Advisors first reported a position in Apollo Global Management in Q4 2017 and held it in 14 quarters.
  • Pin Oak Investment Advisors's Apollo Global Management position peaked at $2.48M in Q4 2017.
  • 449 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.