SSWM
APO icon

Sheets Smith Wealth Management’s Apollo Global Management APO Stock Holding History

Sheets Smith 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
Q1 		– Sell
-2,850
Closed -$206K – 357
2021
Q4 		$206K Buy
+2,850
New +$206K 0.03% 356

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Sheets Smith Wealth Management's APO Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 2,850 shares — an estimated $206K sold.

Sheets Smith Wealth Management first reported a position in APO in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

  • Sheets Smith Wealth Management reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,850 Apollo Global Management shares in Q1 2022, an estimated $206K.
  • Sheets Smith Wealth Management first reported a position in Apollo Global Management in Q4 2021 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Apollo Global Management position peaked at $206K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.