VisionPoint Advisory Group’s Apollo Global Management APO Stock Holding History

VisionPoint Advisory Group’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 Q2	–	Sell	-95	Closed	-$10.7K	–	817
2024 Q1	$10.7K	Hold	95	–	–	﹤0.01%	460
2023 Q4	$8.85K	Buy	+95	New	+$8.39K	﹤0.01%	432

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

NPT

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

Norges Bank Oslo, Norway $1T AUM

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

VisionPoint Advisory Group's APO Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 95 shares — an estimated $10.7K sold.

VisionPoint Advisory Group first reported a position in APO in Q4 2023 and held it in 2 quarters. The position peaked at $10.7K in Q1 2024. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

VisionPoint Advisory Group reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 95 Apollo Global Management shares in Q2 2024, an estimated $10.7K.
VisionPoint Advisory Group first reported a position in Apollo Global Management in Q4 2023 and held it in 2 quarters.
VisionPoint Advisory Group's Apollo Global Management position peaked at $10.7K in Q1 2024.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.