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Capital Advisors Ltd’s American Public Education APEI Stock Holding History

Capital Advisors Ltd’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2K Hold
32
– – ﹤0.01% 1069
2025
Q4 		$1K Hold
32
– – ﹤0.01% 1134
2025
Q3 		$1K Hold
32
– – ﹤0.01% 1131
2025
Q2 		$1K Hold
32
– – ﹤0.01% 1131
2025
Q1 		$1K Hold
32
– – ﹤0.01% 1116
2024
Q4 		$1K Hold
32
– – ﹤0.01% 1138
2024
Q3 		$0 Hold
32
– – ﹤0.01% 1355
2024
Q2 		$1K Hold
32
– – ﹤0.01% 1113
2024
Q1 		$0 Hold
32
– – ﹤0.01% 1337
2023
Q4 		$0 Buy
+32
New +$203 ﹤0.01% 1278
2023
Q1 		– Sell
-105
Closed -$1K – 1191
2022
Q4 		$1K Buy
+105
New +$1.3K ﹤0.01% 937
2022
Q3 		– Sell
-129
Closed -$2K – 1224
2022
Q2 		$2K Buy
+129
New +$2.2K ﹤0.01% 644

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3C
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DSCM
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Renaissance Technologies
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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return