BHWM
APTO

Beaird Harris Wealth Management’s Aptose Biosciences, Inc. APTO Stock Holding History

Beaird Harris Wealth Management’s Portfolio APTO Stock Details APTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$415 – 805
2024
Q1 		$415 Hold
8
– – ﹤0.01% 599
2023
Q4 		$635 Hold
8
– – ﹤0.01% 554
2023
Q3 		$700 Hold
8
– – ﹤0.01% 407
2023
Q2 		$1.16K Hold
8
– – ﹤0.01% 388
2023
Q1 		$2.41K Hold
8
– – ﹤0.01% 366
2022
Q4 		$2.18K Hold
8
– – ﹤0.01% 570
2022
Q3 		$2K Hold
8
– – ﹤0.01% 418
2022
Q2 		$3K Hold
8
– – ﹤0.01% 341
2022
Q1 		$5K Hold
8
– – ﹤0.01% 438
2021
Q4 		$5K Buy
+8
New +$7.52K ﹤0.01% 481

Other funds holding APTO

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Beaird Harris Wealth Management's APTO Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Aptose Biosciences, Inc. (APTO) in Q2 2024, closing a stake of 8 shares — an estimated $415 sold.

Beaird Harris Wealth Management first reported a position in APTO in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 20 funds tracked by Wall St. Rank hold APTO as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Aptose Biosciences, Inc. position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 8 Aptose Biosciences, Inc. shares in Q2 2024, an estimated $415.
  • Beaird Harris Wealth Management first reported a position in Aptose Biosciences, Inc. in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Aptose Biosciences, Inc. position peaked at $5K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Aptose Biosciences, Inc. as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.