Benchmark Financial Wealth Advisors’s Alpha Pro Tech APT Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio APT Stock Details APT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,000	Closed	-$49K	–	69
2022 Q2	$49K	Hold	11,000	–	–	0.03%	72
2022 Q1	$46K	Hold	11,000	–	–	0.02%	77
2021 Q4	$66K	Hold	11,000	–	–	0.03%	77
2021 Q3	$74K	Hold	11,000	–	–	0.04%	67
2021 Q2	$94K	Hold	11,000	–	–	0.04%	67
2021 Q1	$107K	Hold	11,000	–	–	0.06%	62
2020 Q4	$123K	Sell	11,000 -2,685	-20%	-$36.2K	0.07%	67
2020 Q3	$202K	Buy	13,685 +2,685	+24%	+$45.5K	0.13%	58
2020 Q2	$195K	Buy	+11,000	New	+$152K	0.14%	53

Other funds holding APT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Benchmark Financial Wealth Advisors's APT Position: Q3 2022 in Review

Benchmark Financial Wealth Advisors sold out of Alpha Pro Tech (APT) in Q3 2022, closing a stake of 11,000 shares — an estimated $49K sold.

Benchmark Financial Wealth Advisors first reported a position in APT in Q2 2020 and held it in 9 quarters. The position peaked at $202K in Q3 2020. 37 funds tracked by Wall St. Rank hold APT as of Q3 2022.

Benchmark Financial Wealth Advisors reported no remaining Alpha Pro Tech position as of Q3 2022 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 11,000 Alpha Pro Tech shares in Q3 2022, an estimated $49K.
Benchmark Financial Wealth Advisors first reported a position in Alpha Pro Tech in Q2 2020 and held it in 9 quarters.
Benchmark Financial Wealth Advisors's Alpha Pro Tech position peaked at $202K in Q3 2020.
37 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q3 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.