TRUE Private Wealth Advisors’s Apollo Global Management APO Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-113	Closed	-$5K	–	258
2020 Q4	$5K	Hold	113	–	–	﹤0.01%	600
2020 Q3	$5K	Hold	113	–	–	﹤0.01%	555
2020 Q2	$5K	Hold	113	–	–	﹤0.01%	551
2020 Q1	$3K	Hold	113	–	–	﹤0.01%	565
2019 Q4	$5K	Buy	+113	New	+$4.82K	﹤0.01%	668
2019 Q3	–	Sell	-113	Closed	-$3K	–	240
2019 Q2	$3K	Buy	+113	New	+$3.59K	﹤0.01%	678
2018 Q4	–	Sell	-113	Closed	-$3.9K	–	270
2018 Q3	$3.9K	Buy	+113	New	+$3.94K	﹤0.01%	927

Other funds holding APO

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

TRUE Private Wealth Advisors's APO Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Apollo Global Management (APO) in Q1 2021, closing a stake of 113 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in APO in Q3 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 440 funds tracked by Wall St. Rank hold APO as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Apollo Global Management position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 113 Apollo Global Management shares in Q1 2021, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in Apollo Global Management in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Apollo Global Management position peaked at $5K in Q4 2020.
440 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.