Resurgent Financial Advisors’s Apollo Global Management APO Stock Holding History

Resurgent Financial 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 Q1	–	Sell	-1,569	Closed	-$146K	–	211
2023 Q4	$146K	Sell	1,569 -40	-2%	-$3.53K	0.09%	199
2023 Q3	$144K	Sell	1,609 -153	-9%	-$12.9K	0.1%	185
2023 Q2	$135K	Sell	1,762 -59	-3%	-$3.94K	0.09%	196
2023 Q1	$115K	Sell	1,821 -1,256	-41%	-$84.1K	0.08%	212
2022 Q4	$196K	Sell	3,077 -1,939	-39%	-$115K	0.1%	206
2022 Q3	$233K	Sell	5,016 -256	-5%	-$14.1K	0.16%	165
2022 Q2	$256K	Buy	5,272 +373	+8%	+$20.3K	0.16%	147
2022 Q1	$304K	Buy	+4,899	New	+$322K	0.19%	125

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

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

Resurgent Financial Advisors's APO Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 1,569 shares — an estimated $146K sold.

Resurgent Financial Advisors first reported a position in APO in Q1 2022 and held it in 8 quarters. The position peaked at $304K in Q1 2022. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Resurgent Financial Advisors reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,569 Apollo Global Management shares in Q1 2024, an estimated $146K.
Resurgent Financial Advisors first reported a position in Apollo Global Management in Q1 2022 and held it in 8 quarters.
Resurgent Financial Advisors's Apollo Global Management position peaked at $304K in Q1 2022.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.