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YorkBridge Wealth Partners’s Apollo Global Management APO Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.36M Sell
21,355
-522
-2% -$31K 0.35% 73
2022
Q3 		$1.02M Buy
21,877
+660
+3% +$36.3K 0.26% 78
2022
Q2 		$1.03M Buy
21,217
+2,323
+12% +$126K 0.27% 77
2022
Q1 		$1.17M Buy
18,894
+2,724
+17% +$179K 0.26% 81
2021
Q4 		$1.17M Buy
16,170
+986
+6% +$71.1K 0.26% 78
2021
Q3 		$935K Buy
15,184
+2,357
+18% +$142K 0.24% 83
2021
Q2 		$798K Buy
12,827
+837
+7% +$46.4K 0.21% 90
2021
Q1 		$564K Buy
11,990
+2,974
+33% +$145K 0.17% 109
2020
Q4 		$442K Buy
9,016
+1,082
+14% +$48.3K 0.15% 113
2020
Q3 		$355K Buy
7,934
+722
+10% +$34.7K 0.15% 119
2020
Q2 		$360K Buy
7,212
+15
+0.2% +$658 0.16% 111
2020
Q1 		$241K Buy
7,197
+692
+11% +$29.7K 0.15% 133
2019
Q4 		$310K Buy
+6,505
New +$278K 0.14% 141
2019
Q3 		– Sell
-1,400
Closed -$48K – 195
2019
Q2 		$48K Hold
1,400
– – 0.02% 372
2019
Q1 		$40K Hold
1,400
– – 0.02% 379
2018
Q4 		$34K Hold
1,400
– – 0.02% 365
2018
Q3 		$50K Hold
1,400
– – 0.02% 357
2018
Q2 		$45K Hold
1,400
– – 0.02% 374
2018
Q1 		$42K Hold
1,400
– – 0.02% 385
2017
Q4 		$48K Hold
1,400
– – 0.02% 376
2017
Q3 		$42K Hold
1,400
– – 0.02% 395
2017
Q2 		$37K Hold
1,400
– – 0.02% 405
2017
Q1 		$37K Hold
1,400
– – 0.02% 403
2016
Q4 		$28K Buy
+1,400
New +$26.4K 0.02% 420

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

YorkBridge Wealth Partners's APO Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Apollo Global Management (APO) stake by 2.4% in Q4 2022, selling an estimated $31K and leaving 21,355 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #73.

YorkBridge Wealth Partners first reported a position in APO in Q4 2016 and has held it in 24 quarters since. 674 funds tracked by Wall St. Rank hold APO as of Q4 2022.

  • YorkBridge Wealth Partners held 21,355 shares of Apollo Global Management worth $1.36M as of Q4 2022.
  • YorkBridge Wealth Partners sold 522 Apollo Global Management shares in Q4 2022, an estimated $31K.
  • Apollo Global Management made up 0.35% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #73 holding.
  • YorkBridge Wealth Partners first reported a position in Apollo Global Management in Q4 2016 and has held it in 24 quarters since.
  • 674 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.