CarsonAllaria Wealth Management’s Apyx Medical APYX Stock Holding History

CarsonAllaria Wealth Management’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
2023 Q2	–	Sell	-222	Closed	-$639	–	388
2023 Q1	$639	Hold	222	–	–	﹤0.01%	351
2022 Q4	$1K	Hold	222	–	–	﹤0.01%	302
2022 Q3	$1K	Hold	222	–	–	﹤0.01%	301
2022 Q2	$1K	Buy	+222	New	+$1.14K	﹤0.01%	298

Other funds holding APYX

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

PVI

Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

CarsonAllaria Wealth Management's APYX Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of Apyx Medical (APYX) in Q2 2023, closing a stake of 222 shares — an estimated $639 sold.

CarsonAllaria Wealth Management first reported a position in APYX in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 56 funds tracked by Wall St. Rank hold APYX as of Q2 2023.

CarsonAllaria Wealth Management reported no remaining Apyx Medical position as of Q2 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 222 Apyx Medical shares in Q2 2023, an estimated $639.
CarsonAllaria Wealth Management first reported a position in Apyx Medical in Q2 2022 and held it in 4 quarters.
CarsonAllaria Wealth Management's Apyx Medical position peaked at $1K in Q4 2022.
56 funds tracked by Wall St. Rank held Apyx Medical as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.