American Portfolios Advisors’s CoreCard CCRD Stock Holding History

American Portfolios Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.81K	Hold	175	–	–	﹤0.01%	2930
2022 Q2	$4.27K	Hold	175	–	–	﹤0.01%	2891
2022 Q1	$4.79K	Hold	175	–	–	﹤0.01%	2963
2021 Q4	$6.79K	Hold	175	–	–	﹤0.01%	2786
2021 Q3	$7.11K	Sell	175 -124	-41%	-$4.41K	﹤0.01%	2703
2021 Q2	$9.41K	Hold	299	–	–	﹤0.01%	2550
2021 Q1	$12.2K	Buy	299 +124	+71%	+$5.08K	﹤0.01%	2285
2020 Q4	$7.02K	Hold	175	–	–	﹤0.01%	2268
2020 Q3	$6.82K	Buy	+175	New	+$6.11K	﹤0.01%	2146

Other funds holding CCRD

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACA

Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Portfolios Advisors's CCRD Position: Q3 2022 in Review

American Portfolios Advisors held its CoreCard (CCRD) position steady in Q3 2022 at 175 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

American Portfolios Advisors first reported a position in CCRD in Q3 2020 and has held it in 9 quarters since. The position peaked at $12.2K in Q1 2021. 54 funds tracked by Wall St. Rank hold CCRD as of Q3 2022.

American Portfolios Advisors held 175 shares of CoreCard worth $3.81K as of Q3 2022.
American Portfolios Advisors left its CoreCard share count unchanged in Q3 2022.
CoreCard made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2930 holding.
American Portfolios Advisors first reported a position in CoreCard in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's CoreCard position peaked at $12.2K in Q1 2021.
54 funds tracked by Wall St. Rank held CoreCard as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.