XS
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XR Securities’s Apollo Global Management APO Stock Holding History

XR Securities’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
2021
Q2 		– Sell
-60,700
Closed -$37K – 424
2021
Q1 		$37K Buy
60,700
+10,700
+21% +$521K ﹤0.01% 365
2020
Q4 		$51K Buy
+50,000
New +$2.23M ﹤0.01% 295

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

XR Securities's APO Position: Q4 2023 in Review

XR Securities sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 2,357 shares — an estimated $212K sold.

XR Securities first reported a position in APO in Q2 2020 and held it in 4 quarters. The position peaked at $889K in Q1 2021. 842 funds tracked by Wall St. Rank hold APO as of Q4 2023.

  • XR Securities reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
  • XR Securities sold 2,357 Apollo Global Management shares in Q4 2023, an estimated $212K.
  • XR Securities first reported a position in Apollo Global Management in Q2 2020 and held it in 4 quarters.
  • XR Securities's Apollo Global Management position peaked at $889K in Q1 2021.
  • 842 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on XR Securities's 13F filing for Q4 2023, filed 2 Feb 2024.