AWM
APTS

AE Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

AE Wealth Management’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
-18,315
Closed -$457K – 1870
2022
Q1 		$457K Buy
+18,315
New +$397K ﹤0.01% 1265
2021
Q3 		– Sell
-12,402
Closed -$121K – 1740
2021
Q2 		$121K Buy
12,402
+1,508
+14% +$15.3K ﹤0.01% 1526
2021
Q1 		$107K Sell
10,894
-5,393
-33% -$45.9K ﹤0.01% 1437
2020
Q4 		$121K Sell
16,287
-2,930
-15% -$20K ﹤0.01% 1306
2020
Q3 		$104K Buy
19,217
+5,747
+43% +$39.1K ﹤0.01% 1212
2020
Q2 		$102K Sell
13,470
-3,500
-21% -$25.4K ﹤0.01% 1192
2020
Q1 		$122K Sell
16,970
-29,678
-64% -$322K ﹤0.01% 1039
2019
Q4 		$621K Buy
46,648
+20,733
+80% +$286K 0.01% 666
2019
Q3 		$374K Sell
25,915
-295
-1% -$4.25K 0.01% 697
2019
Q2 		$392K Buy
+26,210
New +$408K 0.01% 655

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

AE Wealth Management's APTS Position: Q2 2022 in Review

AE Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 18,315 shares — an estimated $457K sold.

AE Wealth Management first reported a position in APTS in Q2 2019 and held it in 10 quarters. The position peaked at $621K in Q4 2019. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • AE Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 18,315 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $457K.
  • AE Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q2 2019 and held it in 10 quarters.
  • AE Wealth Management's Preferred Apartment Communities, Inc. position peaked at $621K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.