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

Clarus 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	-24,592	Closed	-$427K	–	128
2021 Q4	$427K	Sell	24,592 -5,974	-20%	-$82K	0.25%	65
2021 Q3	$379K	Sell	30,566 -482	-2%	-$5.45K	0.23%	70
2021 Q2	$322K	Buy	31,048 +2,280	+8%	+$23.1K	0.2%	79
2021 Q1	$296K	Sell	28,768 -6,372	-18%	-$54.2K	0.19%	100
2020 Q4	$257K	Sell	35,140 -2,558	-7%	-$17.5K	0.17%	106
2020 Q3	$213K	Buy	37,698 +7,510	+25%	+$51.1K	0.17%	113
2020 Q2	$220K	Buy	30,188 +1,636	+6%	+$11.9K	0.19%	113
2020 Q1	$157K	Buy	28,552 +7,110	+33%	+$77.1K	0.16%	109
2019 Q4	$279K	Sell	21,442 -644	-3%	-$8.89K	0.18%	111
2019 Q3	$319K	Sell	22,086 -6,363	-22%	-$91.7K	0.23%	92
2019 Q2	$425K	Sell	28,449 -14,397	-34%	-$224K	0.31%	56
2019 Q1	$635K	Sell	42,846 -3,597	-8%	-$56.6K	0.47%	30
2018 Q4	$653K	Buy	46,443 +2,535	+6%	+$39.6K	1.03%	13
2018 Q3	$772K	Buy	43,908 +6,588	+18%	+$115K	0.5%	24
2018 Q2	$530K	Hold	37,320	–	–	0.4%	26
2018 Q1	$530K	Buy	37,320 +7,331	+24%	+$115K	0.49%	26
2017 Q4	$607K	Buy	+29,989	New	+$617K	0.58%	25

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

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

Clarus Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 24,592 shares — an estimated $427K sold.

Clarus Wealth Advisors first reported a position in APTS in Q4 2017 and held it in 17 quarters. The position peaked at $772K in Q3 2018. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Clarus Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 24,592 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $427K.
Clarus Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and held it in 17 quarters.
Clarus Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $772K in Q3 2018.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Clarus Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.