AWA
APTS

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

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

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.