AI
APEN

Atom Investors’s Apollo Endosurgery, Inc. APEN Stock Holding History

Atom Investors’s Portfolio APEN Stock Details APEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30,783
Closed -$170K – 359
2022
Q3 		$170K Sell
30,783
-59,467
-66% -$330K 0.06% 223
2022
Q2 		$329K Buy
90,250
+1,879
+2% +$8.88K 0.14% 145
2022
Q1 		$535K Buy
88,371
+68,256
+339% +$416K 0.25% 94
2021
Q4 		$170K Buy
+20,115
New +$176K 0.03% 241

Other funds holding APEN

CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atom Investors's APEN Position: Q4 2022 in Review

Atom Investors sold out of Apollo Endosurgery, Inc. (APEN) in Q4 2022, closing a stake of 30,783 shares — an estimated $170K sold.

Atom Investors first reported a position in APEN in Q4 2021 and held it in 4 quarters. The position peaked at $535K in Q1 2022. 81 funds tracked by Wall St. Rank hold APEN as of Q4 2022.

  • Atom Investors reported no remaining Apollo Endosurgery, Inc. position as of Q4 2022 after selling out during the quarter.
  • Atom Investors sold 30,783 Apollo Endosurgery, Inc. shares in Q4 2022, an estimated $170K.
  • Atom Investors first reported a position in Apollo Endosurgery, Inc. in Q4 2021 and held it in 4 quarters.
  • Atom Investors's Apollo Endosurgery, Inc. position peaked at $535K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Apollo Endosurgery, Inc. as of Q4 2022.

Based on Atom Investors's 13F filing for Q4 2022, filed 14 Feb 2023.