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Apollon Wealth Management’s Preformed Line Products PLPC Stock Holding History

Apollon Wealth Management’s Portfolio PLPC Stock Details PLPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,216
Closed -$360K – 1099
2023
Q3 		$360K Sell
2,216
-632
-22% -$105K 0.02% 641
2023
Q2 		$445K Buy
2,848
+691
+32% +$101K 0.02% 628
2023
Q1 		$276K Buy
+2,157
New +$214K 0.02% 700

Other funds holding PLPC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Apollon Wealth Management's PLPC Position: Q4 2023 in Review

Apollon Wealth Management sold out of Preformed Line Products (PLPC) in Q4 2023, closing a stake of 2,216 shares — an estimated $360K sold.

Apollon Wealth Management first reported a position in PLPC in Q1 2023 and held it in 3 quarters. The position peaked at $445K in Q2 2023. 117 funds tracked by Wall St. Rank hold PLPC as of Q4 2023.

  • Apollon Wealth Management reported no remaining Preformed Line Products position as of Q4 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 2,216 Preformed Line Products shares in Q4 2023, an estimated $360K.
  • Apollon Wealth Management first reported a position in Preformed Line Products in Q1 2023 and held it in 3 quarters.
  • Apollon Wealth Management's Preformed Line Products position peaked at $445K in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Preformed Line Products as of Q4 2023.

Based on Apollon Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.