TrinityPoint Wealth’s Apollo Global Management APO Stock Holding History

TrinityPoint Wealth’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 Q4	$337K	Buy	2,042 +22	+1%	+$3.48K	0.05%	255
2024 Q3	$252K	Sell	2,020 -939	-32%	-$108K	0.04%	288
2024 Q2	$349K	Sell	2,959 -28	-0.9%	-$3.18K	0.05%	239
2024 Q1	$336K	Sell	2,987 -204	-6%	-$21.5K	0.06%	236
2023 Q4	$297K	Sell	3,191 -458	-13%	-$40.4K	0.05%	241
2023 Q3	$328K	Buy	3,649 +754	+26%	+$63.4K	0.07%	218
2023 Q2	$222K	Buy	+2,895	New	+$194K	0.04%	254

Other funds holding APO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TrinityPoint Wealth's APO Position: Q4 2024 in Review

TrinityPoint Wealth increased its Apollo Global Management (APO) stake by 1.1% in Q4 2024, buying an estimated $3.48K and bringing the position to 2,042 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #255.

TrinityPoint Wealth first reported a position in APO in Q2 2023 and has held it in 7 quarters since. The position peaked at $349K in Q2 2024. 1,121 funds tracked by Wall St. Rank hold APO as of Q4 2024.

TrinityPoint Wealth held 2,042 shares of Apollo Global Management worth $337K as of Q4 2024.
TrinityPoint Wealth bought 22 Apollo Global Management shares in Q4 2024, an estimated $3.48K.
Apollo Global Management made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #255 holding.
TrinityPoint Wealth first reported a position in Apollo Global Management in Q2 2023 and has held it in 7 quarters since.
TrinityPoint Wealth's Apollo Global Management position peaked at $349K in Q2 2024.
1,121 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.