Arkadios Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Arkadios Wealth Advisors’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	-56,007	Closed	-$1.4M	–	616
2022 Q1	$1.4M	Sell	56,007 -26,927	-32%	-$583K	0.18%	137
2021 Q4	$1.5M	Sell	82,934 -46,323	-36%	-$636K	0.2%	118
2021 Q3	$1.58M	Sell	129,257 -8,537	-6%	-$96.5K	0.23%	104
2021 Q2	$1.34M	Buy	137,794 +39,990	+41%	+$406K	0.16%	156
2021 Q1	$963K	Sell	97,804 -8,122	-8%	-$69.1K	0.16%	158
2020 Q4	$783K	Sell	105,926 -108,481	-51%	-$741K	0.16%	140
2020 Q3	$1.16M	Buy	214,407 +23,227	+12%	+$158K	0.58%	39
2020 Q2	$1.39M	Buy	191,180 +55,126	+41%	+$400K	0.77%	22
2020 Q1	$977K	Buy	136,054 +10,556	+8%	+$115K	0.62%	34
2019 Q4	$1.48M	Buy	+125,498	New	+$1.73M	0.89%	26

Other funds holding APTS

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Arkadios Wealth Advisors's APTS Position: Q2 2022 in Review

Arkadios Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 56,007 shares — an estimated $1.4M sold.

Arkadios Wealth Advisors first reported a position in APTS in Q4 2019 and held it in 10 quarters. The position peaked at $1.58M in Q3 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Arkadios Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 56,007 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $1.4M.
Arkadios Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q4 2019 and held it in 10 quarters.
Arkadios Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $1.58M in Q3 2021.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.