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Colonial Trust’s Apyx Medical APYX Stock Holding History

Colonial Trust’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
2025
Q1 		– Sell
-970
Closed -$1.53K – 1104
2024
Q4 		$1.53K Hold
970
– – ﹤0.01% 1236
2024
Q3 		$1.16K Hold
970
– – ﹤0.01% 1031
2024
Q2 		$1.37K Hold
970
– – ﹤0.01% 957
2024
Q1 		$1.37K Hold
970
– – ﹤0.01% 953
2023
Q4 		$2.59K Hold
970
– – ﹤0.01% 874
2023
Q3 		$3.1K Hold
970
– – ﹤0.01% 842
2023
Q2 		$6.5K Buy
970
+51
+6% +$258 ﹤0.01% 750
2023
Q1 		$2.5K Sell
919
-410
-31% -$1.2K ﹤0.01% 828
2022
Q4 		$3K Buy
+1,329
New +$4.06K ﹤0.01% 824

Other funds holding APYX

ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Colonial Trust's APYX Position: Q1 2025 in Review

Colonial Trust sold out of Apyx Medical (APYX) in Q1 2025, closing a stake of 970 shares — an estimated $1.53K sold.

Colonial Trust first reported a position in APYX in Q4 2022 and held it in 9 quarters. The position peaked at $6.5K in Q2 2023. 43 funds tracked by Wall St. Rank hold APYX as of Q1 2025.

  • Colonial Trust reported no remaining Apyx Medical position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 970 Apyx Medical shares in Q1 2025, an estimated $1.53K.
  • Colonial Trust first reported a position in Apyx Medical in Q4 2022 and held it in 9 quarters.
  • Colonial Trust's Apyx Medical position peaked at $6.5K in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Apyx Medical as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.