TCWP’s Apollo Global Management APO Stock Holding History

TCWP’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 Q2	–	Sell	-398	Closed	-$24K	–	346
2022 Q1	$24K	Buy	+398	New	+$26.2K	﹤0.01%	649

Other funds holding APO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

TCWP's APO Position: Q2 2022 in Review

TCWP sold out of Apollo Global Management (APO) in Q2 2022, closing a stake of 398 shares — an estimated $24K sold.

TCWP first reported a position in APO in Q1 2022 and held it in 1 quarter. The position peaked at $24K in Q1 2022. 611 funds tracked by Wall St. Rank hold APO as of Q2 2022.

TCWP reported no remaining Apollo Global Management position as of Q2 2022 after selling out during the quarter.
TCWP sold 398 Apollo Global Management shares in Q2 2022, an estimated $24K.
TCWP first reported a position in Apollo Global Management in Q1 2022 and held it in 1 quarter.
TCWP's Apollo Global Management position peaked at $24K in Q1 2022.
611 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.