AWA
APTS

Acorn Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Acorn Wealth Advisors’s Portfolio APTS Stock Details APTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,444
Closed -$360K – 185
2022
Q1 		$360K Sell
14,444
-5,025
-26% -$109K 0.25% 106
2021
Q4 		$352K Buy
19,469
+99
+0.5% +$1.36K 0.22% 113
2021
Q3 		$237K Sell
19,370
-85
-0.4% -$961 0.17% 146
2021
Q2 		$190K Hold
19,455
– – 0.13% 163
2021
Q1 		$192K Buy
19,455
+804
+4% +$6.84K 0.14% 160
2020
Q4 		$138K Buy
18,651
+313
+2% +$2.14K 0.11% 145
2020
Q3 		$99K Hold
18,338
– – 0.09% 127
2020
Q2 		$139K Sell
18,338
-180
-1% -$1.31K 0.13% 117
2020
Q1 		$112K Hold
18,518
– – 0.13% 103
2019
Q4 		$237K Hold
18,518
– – 0.2% 103
2019
Q3 		$240K Hold
18,518
– – 0.21% 102
2019
Q2 		$266K Sell
18,518
-111
-0.6% -$1.73K 0.24% 90
2019
Q1 		$284K Buy
18,629
+492
+3% +$7.75K 0.26% 82
2018
Q4 		$281K Sell
18,137
-347
-2% -$5.42K 0.29% 72
2018
Q3 		$307K Buy
18,484
+1,124
+6% +$19.6K 0.3% 77
2018
Q2 		$291K Buy
17,360
+4,648
+37% +$68.5K 0.25% 82
2018
Q1 		$187K Buy
12,712
+12,386
+3,799% +$194K 0.16% 115
2017
Q4 		$6K Buy
+326
New +$6.71K 0.01% 585

Other funds holding APTS

FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Acorn Wealth Advisors's APTS Position: Q2 2022 in Review

Acorn Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 14,444 shares — an estimated $360K sold.

Acorn Wealth Advisors first reported a position in APTS in Q4 2017 and held it in 18 quarters. The position peaked at $360K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Acorn Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Acorn Wealth Advisors sold 14,444 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $360K.
  • Acorn Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and held it in 18 quarters.
  • Acorn Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $360K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Acorn Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.