TFO Wealth Partners’s Apollo Global Management APO Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-6	Closed	-$675	–	105
2024 Q1	$675	Hold	6	–	–	﹤0.01%	211
2023 Q4	$559	Hold	6	–	–	﹤0.01%	306
2023 Q3	$461	Hold	6	–	–	﹤0.01%	480
2023 Q2	$461	Hold	6	–	–	﹤0.01%	298
2023 Q1	$379	Buy	6 +2	+50%	+$134	﹤0.01%	306
2022 Q4	$187	Buy	+4	New	+$238	﹤0.01%	644

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TFO Wealth Partners's APO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 6 shares — an estimated $675 sold.

TFO Wealth Partners first reported a position in APO in Q4 2022 and held it in 6 quarters. The position peaked at $675 in Q1 2024. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

TFO Wealth Partners reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 6 Apollo Global Management shares in Q2 2024, an estimated $675.
TFO Wealth Partners first reported a position in Apollo Global Management in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Apollo Global Management position peaked at $675 in Q1 2024.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.