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SYSTM Wealth Solutions’s Apollo Global Management APO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-4,089
Closed -$483K – 123
2024
Q2 		$483K Sell
4,089
-282
-6% -$32K 0.11% 145
2024
Q1 		$492K Sell
4,371
-602
-12% -$63.5K 0.06% 286
2023
Q4 		$463K Buy
4,973
+2,082
+72% +$184K 0.06% 281
2023
Q3 		$259K Sell
2,891
-1,244
-30% -$105K 0.04% 388
2023
Q2 		$318K Buy
+4,135
New +$276K 0.04% 379

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's APO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Apollo Global Management (APO) in Q3 2024, closing a stake of 4,089 shares — an estimated $483K sold.

SYSTM Wealth Solutions first reported a position in APO in Q2 2023 and held it in 5 quarters. The position peaked at $492K in Q1 2024. 948 funds tracked by Wall St. Rank hold APO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Apollo Global Management position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,089 Apollo Global Management shares in Q3 2024, an estimated $483K.
  • SYSTM Wealth Solutions first reported a position in Apollo Global Management in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Apollo Global Management position peaked at $492K in Q1 2024.
  • 948 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.