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

Selective 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 Q4	–	Sell	-1,350	Closed	-$63K	–	157
2022 Q3	$63K	Hold	1,350	–	–	0.03%	267
2022 Q2	$65K	Hold	1,350	–	–	0.02%	277
2022 Q1	$84K	Hold	1,350	–	–	0.03%	226
2021 Q4	$98K	Hold	1,350	–	–	0.04%	199
2021 Q3	$83K	Buy	+1,350	New	+$81.1K	0.04%	205

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Selective Wealth Management's APO Position: Q4 2022 in Review

Selective Wealth Management sold out of Apollo Global Management (APO) in Q4 2022, closing a stake of 1,350 shares — an estimated $63K sold.

Selective Wealth Management first reported a position in APO in Q3 2021 and held it in 5 quarters. The position peaked at $98K in Q4 2021. 675 funds tracked by Wall St. Rank hold APO as of Q4 2022.

Selective Wealth Management reported no remaining Apollo Global Management position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,350 Apollo Global Management shares in Q4 2022, an estimated $63K.
Selective Wealth Management first reported a position in Apollo Global Management in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's Apollo Global Management position peaked at $98K in Q4 2021.
675 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.