WP
APO icon

WealthPLAN Partners’s Apollo Global Management APO Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-251
Closed -$15.9K – 1262
2023
Q1 		$15.9K Buy
+251
New +$16.8K ﹤0.01% 773

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

WealthPLAN Partners's APO Position: Q2 2023 in Review

WealthPLAN Partners sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 251 shares — an estimated $15.9K sold.

WealthPLAN Partners first reported a position in APO in Q1 2023 and held it in 1 quarter. The position peaked at $15.9K in Q1 2023. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

  • WealthPLAN Partners reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 251 Apollo Global Management shares in Q2 2023, an estimated $15.9K.
  • WealthPLAN Partners first reported a position in Apollo Global Management in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Apollo Global Management position peaked at $15.9K in Q1 2023.
  • 695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.