Western Wealth Management’s Apollo Global Management APO Stock Holding History

Western Wealth Management’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	-3,253	Closed	-$205K	–	648
2023 Q1	$205K	Hold	3,253	–	–	0.02%	599
2022 Q4	$208K	Sell	3,253 -4,123	-56%	-$245K	0.02%	568
2022 Q3	$342K	Buy	+7,376	New	+$405K	0.02%	595

Other funds holding APO

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Western Wealth Management's APO Position: Q2 2023 in Review

Western Wealth Management sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 3,253 shares — an estimated $205K sold.

Western Wealth Management first reported a position in APO in Q3 2022 and held it in 3 quarters. The position peaked at $342K in Q3 2022. 694 funds tracked by Wall St. Rank hold APO as of Q2 2023.

Western Wealth Management reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
Western Wealth Management sold 3,253 Apollo Global Management shares in Q2 2023, an estimated $205K.
Western Wealth Management first reported a position in Apollo Global Management in Q3 2022 and held it in 3 quarters.
Western Wealth Management's Apollo Global Management position peaked at $342K in Q3 2022.
694 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Western Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.