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TCI Wealth Advisors’s Apollo Global Management APO Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-374
Closed -$23.6K – 328
2023
Q1 		$23.6K Buy
374
+21
+6% +$1.41K ﹤0.01% 645
2022
Q4 		$22.5K Buy
353
+158
+81% +$9.38K ﹤0.01% 639
2022
Q3 		$9K Buy
195
+10
+5% +$549 ﹤0.01% 1053
2022
Q2 		$9K Buy
185
+90
+95% +$4.9K ﹤0.01% 1055
2022
Q1 		$6K Buy
95
+74
+352% +$4.87K ﹤0.01% 1388
2021
Q4 		$2K Hold
21
– – ﹤0.01% 2066
2021
Q3 		$1K Hold
21
– – ﹤0.01% 2222
2021
Q2 		$1K Buy
21
+1
+5% +$55 ﹤0.01% 2171
2021
Q1 		$1K Hold
20
– – ﹤0.01% 2024
2020
Q4 		$1K Hold
20
– – ﹤0.01% 1328
2020
Q3 		$1K Buy
+20
New +$962 ﹤0.01% 1258
2018
Q4 		– Sell
-500
Closed -$17K – 1436
2018
Q3 		$17K Hold
500
– – 0.01% 531
2018
Q2 		$16K Sell
500
-2,500
-83% -$76.4K 0.01% 527
2018
Q1 		$89K Buy
3,000
+2,500
+500% +$84.1K 0.04% 240
2017
Q4 		$17K Hold
500
– – 0.01% 518
2017
Q3 		$15K Sell
500
-1,666
-77% -$48K 0.01% 512
2017
Q2 		$57K Sell
2,166
-3,604
-62% -$96K 0.03% 287
2017
Q1 		$140K Buy
5,770
+1,601
+38% +$35.7K 0.07% 176
2016
Q4 		$81K Sell
4,169
-2,138
-34% -$40.4K 0.04% 255
2016
Q3 		$113K Buy
6,307
+124
+2% +$2.17K 0.06% 195
2016
Q2 		$94K Buy
6,183
+93
+2% +$1.53K 0.05% 212
2016
Q1 		$104K Buy
+6,090
New +$91.3K 0.06% 199

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

TCI Wealth Advisors's APO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 374 shares — an estimated $23.6K sold.

TCI Wealth Advisors first reported a position in APO in Q1 2016 and held it in 22 quarters. The position peaked at $140K in Q1 2017. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 374 Apollo Global Management shares in Q2 2023, an estimated $23.6K.
  • TCI Wealth Advisors first reported a position in Apollo Global Management in Q1 2016 and held it in 22 quarters.
  • TCI Wealth Advisors's Apollo Global Management position peaked at $140K in Q1 2017.
  • 695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.