COCM
APTS

Charter Oak Capital Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Charter Oak Capital Management’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
-2,622
Closed -$65K – 1057
2022
Q1 		$65K Hold
2,622
– – 0.01% 319
2021
Q4 		$47K Buy
2,622
+1,957
+294% +$26.9K 0.01% 363
2021
Q3 		$8K Hold
665
– – ﹤0.01% 616
2021
Q2 		$6K Hold
665
– – ﹤0.01% 644
2021
Q1 		$7K Hold
665
– – ﹤0.01% 599
2020
Q4 		$5K Buy
+665
New +$4.54K ﹤0.01% 614

Other funds holding APTS

FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Charter Oak Capital Management's APTS Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 2,622 shares — an estimated $65K sold.

Charter Oak Capital Management first reported a position in APTS in Q4 2020 and held it in 6 quarters. The position peaked at $65K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Charter Oak Capital Management reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,622 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $65K.
  • Charter Oak Capital Management first reported a position in Preferred Apartment Communities, Inc. in Q4 2020 and held it in 6 quarters.
  • Charter Oak Capital Management's Preferred Apartment Communities, Inc. position peaked at $65K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.