Allworth Financial’s Digital Turbine APPS Stock Holding History

Allworth Financial’s Portfolio APPS Stock Details APPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5K	Sell	4,002 -672	-14%	-$2.89K	﹤0.01%	3404
2025 Q4	$23.4K	Buy	4,674 +418	+10%	+$2.37K	﹤0.01%	2706
2025 Q3	$27.2K	Buy	4,256 +132	+3%	+$655	﹤0.01%	2514
2025 Q2	$24.3K	Buy	4,124 +3,983	+2,825%	+$16.4K	﹤0.01%	2402
2025 Q1	$477	Buy	+141	New	+$458	﹤0.01%	3689
2024 Q2	–	Sell	-70	Closed	-$184	–	3694
2024 Q1	$184	Hold	70	–	–	﹤0.01%	3455
2023 Q4	$481	Sell	70 -138	-66%	-$770	﹤0.01%	3137
2023 Q3	$1.26K	Buy	+208	New	+$1.85K	﹤0.01%	2753
2023 Q1	–	Sell	-89	Closed	-$1.36K	–	3191
2022 Q4	$1.36K	Buy	89 +71	+394%	+$1.09K	﹤0.01%	2373
2022 Q3	$0	Buy	+18	New	+$344	﹤0.01%	2642
2022 Q1	–	Sell	-3	Closed	–	–	2095
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1915
2021 Q3	$0	Buy	+3	New	+$186	﹤0.01%	1849

Other funds holding APPS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

AIGH Capital Management Baltimore, Maryland $488M AUM 327.32% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return