AF
APTS

Allworth Financial’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Allworth Financial’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
-4,641
Closed -$116K – 2973
2022
Q1 		$116K Buy
4,641
+43
+0.9% +$932 ﹤0.01% 691
2021
Q4 		$83K Buy
4,598
+60
+1% +$824 ﹤0.01% 719
2021
Q3 		$56K Buy
4,538
+71
+2% +$803 ﹤0.01% 756
2021
Q2 		$44K Buy
4,467
+73
+2% +$740 ﹤0.01% 654
2021
Q1 		$43K Buy
4,394
+92
+2% +$783 ﹤0.01% 606
2020
Q4 		$32K Buy
4,302
+124
+3% +$847 ﹤0.01% 564
2020
Q3 		$23K Buy
4,178
+92
+2% +$626 ﹤0.01% 552
2020
Q2 		$31K Buy
4,086
+141
+4% +$1.02K ﹤0.01% 498
2020
Q1 		$28K Buy
3,945
+1,397
+55% +$15.2K ﹤0.01% 503
2019
Q4 		$34K Buy
2,548
+527
+26% +$7.28K ﹤0.01% 437
2019
Q3 		$29K Buy
2,021
+35
+2% +$504 ﹤0.01% 401
2019
Q2 		$30K Buy
1,986
+690
+53% +$10.7K ﹤0.01% 398
2019
Q1 		$19K Buy
1,296
+20
+2% +$315 ﹤0.01% 468
2018
Q4 		$18K Buy
+1,276
New +$19.9K ﹤0.01% 433

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

Allworth Financial's APTS Position: Q2 2022 in Review

Allworth Financial sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 4,641 shares — an estimated $116K sold.

Allworth Financial first reported a position in APTS in Q4 2018 and held it in 14 quarters. The position peaked at $116K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Allworth Financial reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Allworth Financial sold 4,641 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $116K.
  • Allworth Financial first reported a position in Preferred Apartment Communities, Inc. in Q4 2018 and held it in 14 quarters.
  • Allworth Financial's Preferred Apartment Communities, Inc. position peaked at $116K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Allworth Financial's 13F filing for Q2 2022, filed 13 Jul 2022.