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Romano Brothers & Co’s Apollo Global Management APO Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-90
Closed -$5.74K – 333
2022
Q4 		$5.74K Buy
+90
New +$5.35K ﹤0.01% 818

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Romano Brothers & Co's APO Position: Q1 2023 in Review

Romano Brothers & Co sold out of Apollo Global Management (APO) in Q1 2023, closing a stake of 90 shares — an estimated $5.74K sold.

Romano Brothers & Co first reported a position in APO in Q4 2022 and held it in 1 quarter. The position peaked at $5.74K in Q4 2022. 655 funds tracked by Wall St. Rank hold APO as of Q1 2023.

  • Romano Brothers & Co reported no remaining Apollo Global Management position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 90 Apollo Global Management shares in Q1 2023, an estimated $5.74K.
  • Romano Brothers & Co first reported a position in Apollo Global Management in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Apollo Global Management position peaked at $5.74K in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.