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Apollo Global Mgmt shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Apollo Global Mgmt

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All positions including Apollo Global Mgmt held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $70k 642 109.46
2023-12-31 $59k 637 93.19
2023-09-30 $63k 706 89.76
2023-06-30 $58k 759 76.81
2022-12-31 $76k 1.2k 65.78

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Apollo Global Mgmt

Vanguard Group
BlackRock
Tiger Global Management
ClearBridge Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Brave Warrior Advisors
Millennium Management
Legal & General Group
Mariner Wealth Advisors
Select Equity
Neuberger Berman Group
Goldman Sachs Group
TD Asset Management
Curated Wealth Partners

View all funds holding Apollo Global Mgmt