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 $24B AUM 39.59% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 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. 441 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.
441 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.