Prentice Wealth Management’s Apollo Global Management APO Stock Holding History

Prentice 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
2022 Q3	–	Sell	-336	Closed	-$16K	–	92
2022 Q2	$16K	Buy	+336	New	+$18.3K	0.02%	92
2021 Q4	–	Sell	-434	Closed	-$27K	–	113
2021 Q3	$27K	Buy	+434	New	+$26.1K	0.01%	198

Other funds holding APO

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Prentice Wealth Management's APO Position: Q3 2022 in Review

Prentice Wealth Management sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 336 shares — an estimated $16K sold.

Prentice Wealth Management first reported a position in APO in Q3 2021 and held it in 2 quarters. The position peaked at $27K in Q3 2021. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

Prentice Wealth Management reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 336 Apollo Global Management shares in Q3 2022, an estimated $16K.
Prentice Wealth Management first reported a position in Apollo Global Management in Q3 2021 and held it in 2 quarters.
Prentice Wealth Management's Apollo Global Management position peaked at $27K in Q3 2021.
611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.