CAPTRUST Financial Advisors
APYX icon

CAPTRUST Financial Advisors’s Apyx Medical APYX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio APYX Stock Details APYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,027
Closed -$18K – 2170
2022
Q2 		$18K Buy
3,027
+1,777
+142% +$9.12K ﹤0.01% 3418
2022
Q1 		$8K Sell
1,250
-1,200
-49% -$11.8K ﹤0.01% 3888
2021
Q4 		$31K Hold
2,450
– – ﹤0.01% 2998
2021
Q3 		$34K Buy
2,450
+1,000
+69% +$10.5K ﹤0.01% 2819
2021
Q2 		$15K Hold
1,450
– – ﹤0.01% 3294
2021
Q1 		$14K Buy
1,450
+1,200
+480% +$12K ﹤0.01% 3222
2020
Q4 		$2K Hold
250
– – ﹤0.01% 3082
2020
Q3 		$1K Hold
250
– – ﹤0.01% 2871
2020
Q2 		$1K Buy
+250
New +$1.04K ﹤0.01% 2683
2019
Q4 		– Sell
-1,850
Closed -$13K – 1046
2019
Q3 		$13K Hold
1,850
– – ﹤0.01% 1412
2019
Q2 		$12K Hold
1,850
– – ﹤0.01% 1437
2019
Q1 		$12K Buy
1,850
+1,600
+640% +$12.4K ﹤0.01% 1330
2018
Q4 		$2K Hold
250
– – ﹤0.01% 1472
2018
Q3 		$2K Hold
250
– – ﹤0.01% 1461
2018
Q2 		$1K Buy
+250
New +$922 ﹤0.01% 1436

Other funds holding APYX

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
PVI
Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
IP
Invenire Partners Ridgefield, Connecticut $65.4M AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

CAPTRUST Financial Advisors's APYX Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Apyx Medical (APYX) in Q3 2022, closing a stake of 3,027 shares — an estimated $18K sold.

CAPTRUST Financial Advisors first reported a position in APYX in Q2 2018 and held it in 15 quarters. The position peaked at $34K in Q3 2021. 54 funds tracked by Wall St. Rank hold APYX as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Apyx Medical position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,027 Apyx Medical shares in Q3 2022, an estimated $18K.
  • CAPTRUST Financial Advisors first reported a position in Apyx Medical in Q2 2018 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's Apyx Medical position peaked at $34K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Apyx Medical as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.