Capital Advisory Group Advisory Services’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Capital Advisory Group Advisory Services’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	-76,416	Closed	-$1.91M	–	518
2022 Q1	$1.91M	Buy	+76,416	New	+$1.66M	0.88%	33
2021 Q4	–	Sell	-2,360	Closed	-$29K	–	554
2021 Q3	$29K	Hold	2,360	–	–	0.01%	295
2021 Q2	$23K	Hold	2,360	–	–	0.01%	325
2021 Q1	$23K	Buy	2,360 +140	+6%	+$1.19K	0.01%	306
2020 Q4	$16K	Buy	+2,220	New	+$15.2K	0.01%	327
2019 Q4	–	Sell	-3,875	Closed	-$56K	–	451
2019 Q3	$56K	Buy	3,875 +500	+15%	+$7.2K	0.04%	143
2019 Q2	$50K	Buy	3,375 +2,340	+226%	+$36.4K	0.03%	155
2019 Q1	$15K	Hold	1,035	–	–	0.01%	245
2018 Q4	$15K	Hold	1,035	–	–	0.01%	215
2018 Q3	$18K	Hold	1,035	–	–	0.01%	207
2018 Q2	$18K	Buy	+1,035	New	+$15.2K	0.01%	191

Other funds holding APTS

FFWM

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Capital Advisory Group Advisory Services's APTS Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 76,416 shares — an estimated $1.91M sold.

Capital Advisory Group Advisory Services first reported a position in APTS in Q2 2018 and held it in 11 quarters. The position peaked at $1.91M in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 76,416 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $1.91M.
Capital Advisory Group Advisory Services first reported a position in Preferred Apartment Communities, Inc. in Q2 2018 and held it in 11 quarters.
Capital Advisory Group Advisory Services's Preferred Apartment Communities, Inc. position peaked at $1.91M in Q1 2022.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.