Claraphi Advisory Network’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Claraphi Advisory Network’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	-70,796	Closed	-$1.76M	–	324
2022 Q1	$1.76M	Sell	70,796 -70,614	-50%	-$1.53M	0.51%	43
2021 Q4	$2.55M	Buy	141,410 +771	+0.5%	+$10.6K	0.89%	22
2021 Q3	$1.72M	Buy	140,639 +5,537	+4%	+$62.6K	0.61%	32
2021 Q2	$1.32M	Sell	135,102 -24,288	-15%	-$246K	0.4%	45
2021 Q1	$1.57M	Sell	159,390 -38,010	-19%	-$323K	0.43%	39
2020 Q4	$1.46M	Sell	197,400 -51,872	-21%	-$354K	0.4%	43
2020 Q3	$1.35M	Sell	249,272 -54,699	-18%	-$372K	0.49%	35
2020 Q2	$2.31M	Buy	303,971 +161,474	+113%	+$1.17M	0.99%	19
2020 Q1	$1.02M	Buy	142,497 +70,861	+99%	+$769K	0.48%	34
2019 Q4	$951K	Buy	71,636 +40,473	+130%	+$559K	0.58%	34
2019 Q3	$451K	Buy	31,163 +6,286	+25%	+$90.6K	0.27%	82
2019 Q2	$367K	Sell	24,877 -13,548	-35%	-$211K	0.22%	120
2019 Q1	$568K	Sell	38,425 -4,088	-10%	-$64.4K	0.36%	63
2018 Q4	$598K	Sell	42,513 -20,775	-33%	-$325K	0.46%	58
2018 Q3	$1.11M	Buy	63,288 +3,116	+5%	+$54.3K	0.62%	38
2018 Q2	$1.02M	Buy	60,172 +4,606	+8%	+$67.9K	0.65%	37
2018 Q1	$789K	Buy	55,566 +9,791	+21%	+$153K	0.56%	46
2017 Q4	$928K	Buy	+45,775	New	+$942K	0.72%	31

Other funds holding APTS

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Claraphi Advisory Network's APTS Position: Q2 2022 in Review

Claraphi Advisory Network sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 70,796 shares — an estimated $1.76M sold.

Claraphi Advisory Network first reported a position in APTS in Q4 2017 and held it in 18 quarters. The position peaked at $2.55M in Q4 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Claraphi Advisory Network reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 70,796 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $1.76M.
Claraphi Advisory Network first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and held it in 18 quarters.
Claraphi Advisory Network's Preferred Apartment Communities, Inc. position peaked at $2.55M in Q4 2021.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.