Carolina Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Carolina Wealth Advisors’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 Q1	–	Sell	-2,522	Closed	-$46K	–	308
2021 Q4	$46K	Hold	2,522	–	–	0.03%	138
2021 Q3	$31K	Hold	2,522	–	–	0.02%	144
2021 Q2	$25K	Hold	2,522	–	–	0.02%	158
2021 Q1	$25K	Buy	2,522 +1,000	+66%	+$8.51K	0.02%	162
2020 Q4	$11K	Hold	1,522	–	–	0.01%	142
2020 Q3	$8K	Buy	1,522 +17	+1%	+$116	0.01%	152
2020 Q2	$11K	Hold	1,505	–	–	0.01%	112
2020 Q1	$11K	Buy	1,505 +400	+36%	+$4.34K	0.01%	105
2019 Q4	$15K	Buy	+1,105	New	+$15.3K	0.01%	114

Other funds holding APTS

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

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

SRC

Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return

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

Carolina Wealth Advisors's APTS Position: Q1 2022 in Review

Carolina Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 2,522 shares — an estimated $46K sold.

Carolina Wealth Advisors first reported a position in APTS in Q4 2019 and held it in 9 quarters. The position peaked at $46K in Q4 2021. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Carolina Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 2,522 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $46K.
Carolina Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q4 2019 and held it in 9 quarters.
Carolina Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $46K in Q4 2021.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Carolina Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.