Thomas J. Herzfeld Advisors’s Apollo Global Management APO Stock Holding History

Thomas J. Herzfeld 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
2024 Q3	–	Sell	-21	Closed	-$2.48K	–	167
2024 Q2	$2.48K	Buy	+21	New	+$2.38K	﹤0.01%	191

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 $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Thomas J. Herzfeld Advisors's APO Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Apollo Global Management (APO) in Q3 2024, closing a stake of 21 shares — an estimated $2.48K sold.

Thomas J. Herzfeld Advisors first reported a position in APO in Q2 2024 and held it in 1 quarter. The position peaked at $2.48K in Q2 2024. 952 funds tracked by Wall St. Rank hold APO as of Q3 2024.

Thomas J. Herzfeld Advisors reported no remaining Apollo Global Management position as of Q3 2024 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 21 Apollo Global Management shares in Q3 2024, an estimated $2.48K.
Thomas J. Herzfeld Advisors first reported a position in Apollo Global Management in Q2 2024 and held it in 1 quarter.
Thomas J. Herzfeld Advisors's Apollo Global Management position peaked at $2.48K in Q2 2024.
952 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.