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WR Wealth Planners’s Apollo Global Management APO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$75.1K Buy
455
+92
+25% +$14.6K 0.02% 273
2024
Q3 		$45.3K Buy
363
+232
+177% +$26.8K 0.01% 346
2024
Q2 		$15.5K Buy
131
+60
+85% +$6.81K ﹤0.01% 495
2024
Q1 		$7.98K Buy
+71
New +$7.49K ﹤0.01% 639

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's APO Position: Q4 2024 in Review

WR Wealth Planners increased its Apollo Global Management (APO) stake by 25% in Q4 2024, buying an estimated $14.6K and bringing the position to 455 shares worth $75.1K. The position accounts for 0.02% of the portfolio, ranked #273.

WR Wealth Planners first reported a position in APO in Q1 2024 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold APO as of Q4 2024.

  • WR Wealth Planners held 455 shares of Apollo Global Management worth $75.1K as of Q4 2024.
  • WR Wealth Planners bought 92 Apollo Global Management shares in Q4 2024, an estimated $14.6K.
  • Apollo Global Management made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #273 holding.
  • WR Wealth Planners first reported a position in Apollo Global Management in Q1 2024 and has held it in 4 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.