Wealthstar Advisors’s Apollo Global Management APO Stock Holding History

Wealthstar 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
2020 Q1	$444K	Sell	13,225 -1,100	-8%	-$47.2K	0.31%	25
2019 Q4	$684K	Hold	14,325	–	–	0.42%	21
2019 Q3	$542K	Sell	14,325 -1,000	-7%	-$36.4K	0.3%	25
2019 Q2	$524K	Sell	15,325 -1,800	-11%	-$57.2K	0.31%	23
2019 Q1	$484K	Hold	17,125	–	–	0.3%	25
2018 Q4	$423K	Hold	17,125	–	–	0.32%	26
2018 Q3	$593K	Sell	17,125 -1,110	-6%	-$38.7K	0.35%	23
2018 Q2	$643K	Sell	18,235 -1,450	-7%	-$44.3K	0.2%	21
2018 Q1	$583K	Buy	+19,685	New	+$662K	0.17%	21

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BMO

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

Wealthstar Advisors's APO Position: Q1 2020 in Review

Wealthstar Advisors reduced its Apollo Global Management (APO) stake by 7.7% in Q1 2020, selling an estimated $47.2K and leaving 13,225 shares worth $444K. The position accounts for 0.31% of the portfolio, ranked #25.

Wealthstar Advisors first reported a position in APO in Q1 2018 and has held it in 9 quarters since. The position peaked at $684K in Q4 2019. 317 funds tracked by Wall St. Rank hold APO as of Q1 2020.

Wealthstar Advisors held 13,225 shares of Apollo Global Management worth $444K as of Q1 2020.
Wealthstar Advisors sold 1,100 Apollo Global Management shares in Q1 2020, an estimated $47.2K.
Apollo Global Management made up 0.31% of Wealthstar Advisors's portfolio in Q1 2020, its #25 holding.
Wealthstar Advisors first reported a position in Apollo Global Management in Q1 2018 and has held it in 9 quarters since.
Wealthstar Advisors's Apollo Global Management position peaked at $684K in Q4 2019.
317 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2020.

Based on Wealthstar Advisors's 13F filing for Q1 2020, filed 12 May 2020.