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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 0.11% 206
2022
Q3 		$233K Sell
5,016
-256
-5% -$14.1K 0.16% 165
2022
Q2 		$256K Buy
5,272
+373
+8% +$20.3K 0.17% 147
2022
Q1 		$304K Buy
+4,899
New +$322K 0.19% 125

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return