Tradition Wealth Management’s Apollo Global Management APO Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-561	Closed	-$52K	–	436
2023 Q4	$52K	Buy	561 +3	+0.5%	+$265	0.01%	617
2023 Q3	$50K	Buy	558 +3	+0.5%	+$252	0.01%	601
2023 Q2	$43K	Buy	555 +3	+0.5%	+$201	0.01%	668
2023 Q1	$35K	Buy	552 +3	+0.5%	+$201	﹤0.01%	707
2022 Q4	$35K	Buy	549 +3	+0.5%	+$178	﹤0.01%	621
2022 Q3	$25K	Buy	546 +4	+0.7%	+$220	﹤0.01%	704
2022 Q2	$26K	Buy	542 +4	+0.7%	+$218	﹤0.01%	594
2022 Q1	$33K	Buy	538 +3	+0.6%	+$197	﹤0.01%	601
2021 Q4	$39K	Buy	535 +4	+0.8%	+$289	﹤0.01%	589
2021 Q3	$33K	Sell	531 -38	-7%	-$2.28K	﹤0.01%	618
2021 Q2	$35K	Buy	569 +5	+0.9%	+$277	0.01%	623
2021 Q1	$27K	Buy	564 +6	+1%	+$292	﹤0.01%	571
2020 Q4	$27K	Buy	+558	New	+$24.9K	0.01%	526

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

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

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

Tradition Wealth Management's APO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 561 shares — an estimated $52K sold.

Tradition Wealth Management first reported a position in APO in Q4 2020 and held it in 13 quarters. The position peaked at $52K in Q4 2023. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Tradition Wealth Management reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 561 Apollo Global Management shares in Q1 2024, an estimated $52K.
Tradition Wealth Management first reported a position in Apollo Global Management in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Apollo Global Management position peaked at $52K in Q4 2023.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.