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Realta Investment Advisors’s Apollo Global Management APO Stock Holding History

Realta 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
2024
Q3 		– Sell
-4,202
Closed -$496K – 376
2024
Q2 		$496K Buy
4,202
+72
+2% +$8.17K 0.1% 225
2024
Q1 		$464K Buy
4,130
+523
+14% +$55.2K 0.1% 245
2023
Q4 		$336K Sell
3,607
-384
-10% -$33.9K 0.08% 293
2023
Q3 		$307K Hold
3,991
– – 0.07% 290
2023
Q2 		$307K Buy
3,991
+263
+7% +$17.6K 0.07% 297
2023
Q1 		$235K Buy
3,728
+38
+1% +$2.54K 0.06% 345
2022
Q4 		$235K Sell
3,690
-608
-14% -$36.1K 0.06% 356
2022
Q3 		$200K Buy
+4,298
New +$236K 0.05% 361
2022
Q1 		– Sell
-3,336
Closed -$242K – 430
2021
Q4 		$242K Sell
3,336
-588
-15% -$42.4K 0.05% 360
2021
Q3 		$242K Sell
3,924
-721
-16% -$43.3K 0.06% 345
2021
Q2 		$289K Buy
4,645
+183
+4% +$10.1K 0.07% 295
2021
Q1 		$210K Buy
+4,462
New +$217K 0.06% 345
2020
Q1 		– Sell
-975
Closed -$43K – 355
2019
Q4 		$43K Buy
975
+494
+103% +$21.1K 0.01% 703
2019
Q3 		$19K Sell
481
-3,119
-87% -$114K 0.01% 928
2019
Q2 		$122K Buy
3,600
+150
+4% +$4.77K 0.03% 447
2019
Q1 		$95K Buy
+3,450
New +$98.1K 0.04% 403

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Realta Investment Advisors's APO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Apollo Global Management (APO) in Q3 2024, closing a stake of 4,202 shares — an estimated $496K sold.

Realta Investment Advisors first reported a position in APO in Q1 2019 and held it in 16 quarters. The position peaked at $496K in Q2 2024. 952 funds tracked by Wall St. Rank hold APO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Apollo Global Management position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,202 Apollo Global Management shares in Q3 2024, an estimated $496K.
  • Realta Investment Advisors first reported a position in Apollo Global Management in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's Apollo Global Management position peaked at $496K in Q2 2024.
  • 952 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.