Wipfli Financial Advisors’s Apollo Global Management APO Stock Holding History

Wipfli Financial 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
2022 Q3	$75K	Buy	+1,603	New	+$88.1K	0.01%	872

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BWA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Wipfli Financial Advisors's APO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Apollo Global Management (APO) in Q3 2022: 1,603 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings.

610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

Wipfli Financial Advisors held 1,603 shares of Apollo Global Management worth $75K as of Q3 2022.
Apollo Global Management was a new Wipfli Financial Advisors position in Q3 2022.
Apollo Global Management made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #872 holding.
610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.