WRF
Waddell & Reed Financial’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-680,914
| Closed | -$34M | – | 459 |
|
|
2020
Q2 | $34M | Buy |
680,914
+308,301
| +83% | +$15.4M | 0.09% | 244 |
|
|
2020
Q1 | $12.5M | Buy |
+372,613
| New | +$12.5M | 0.04% | 336 |
|
|
2014
Q3 | – | Sell |
-1,088,098
| Closed | -$30.2M | – | 532 |
|
|
2014
Q2 | $30.2M | Sell |
1,088,098
-5,075,532
| -82% | -$141M | 0.04% | 299 |
|
|
2014
Q1 | $196M | Sell |
6,163,630
-267,070
| -4% | -$8.49M | 0.3% | 87 |
|
|
2013
Q4 | $203M | Sell |
6,430,700
-1,481,340
| -19% | -$46.8M | 0.33% | 85 |
|
|
2013
Q3 | $224M | Sell |
7,912,040
-1,081,980
| -12% | -$30.6M | 0.43% | 63 |
|
|
2013
Q2 | $217M | Buy |
+8,994,020
| New | +$217M | 0.45% | 62 |
|