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

Pinnacle 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
2022
Q1 		– Sell
-3,053
Closed -$221K – 300
2021
Q4 		$221K Buy
+3,053
New +$220K 0.07% 264

Other funds holding APO

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Pinnacle Private Wealth's APO Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 3,053 shares — an estimated $221K sold.

Pinnacle Private Wealth first reported a position in APO in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

  • Pinnacle Private Wealth reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 3,053 Apollo Global Management shares in Q1 2022, an estimated $221K.
  • Pinnacle Private Wealth first reported a position in Apollo Global Management in Q4 2021 and held it in 1 quarter.
  • Pinnacle Private Wealth's Apollo Global Management position peaked at $221K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.