WFA of San Diego’s Apollo Global Management APO Stock Holding History

WFA of San Diego’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
2022 Q3	–	Sell	-9	Closed	–	–	107
2022 Q2	$0	Buy	+9	New	+$490	﹤0.01%	407

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WFA of San Diego's APO Position: Q3 2022 in Review

WFA of San Diego sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 9 shares.

WFA of San Diego first reported a position in APO in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

WFA of San Diego reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
WFA of San Diego sold 9 Apollo Global Management shares in Q3 2022.
WFA of San Diego first reported a position in Apollo Global Management in Q2 2022 and held it in 1 quarter.
WFA of San Diego's Apollo Global Management position peaked at $0 in Q2 2022.
611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on WFA of San Diego's 13F filing for Q3 2022, filed 18 Oct 2022.