Commonwealth Equity Services’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Commonwealth Equity Services’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	-17,299	Closed	-$431K	–	3850
2022 Q1	$431K	Sell	17,299 -8,706	-33%	-$189K	﹤0.01%	2640
2021 Q4	$469K	Buy	26,005 +9,711	+60%	+$133K	﹤0.01%	2576
2021 Q3	$199K	Buy	16,294 +1,833	+13%	+$20.7K	﹤0.01%	3280
2021 Q2	$140K	Buy	14,461 +120	+0.8%	+$1.22K	﹤0.01%	3353
2021 Q1	$141K	Sell	14,341 -5,044	-26%	-$42.9K	﹤0.01%	3221
2020 Q4	$143K	Sell	19,385 -446	-2%	-$3.05K	﹤0.01%	3007
2020 Q3	$107K	Sell	19,831 -628	-3%	-$4.27K	﹤0.01%	2869
2020 Q2	$155K	Sell	20,459 -878	-4%	-$6.37K	﹤0.01%	2686
2020 Q1	$153K	Sell	21,337 -785	-4%	-$8.52K	﹤0.01%	2479
2019 Q4	$294K	Sell	22,122 -633	-3%	-$8.74K	﹤0.01%	2332
2019 Q3	$328K	Sell	22,755 -2,449	-10%	-$35.3K	﹤0.01%	2163
2019 Q2	$376K	Buy	25,204 +14,160	+128%	+$220K	﹤0.01%	2023
2019 Q1	$163K	Buy	11,044 +121	+1%	+$1.91K	﹤0.01%	2518
2018 Q4	$153K	Buy	+10,923	New	+$171K	﹤0.01%	2409
2018 Q1	–	Sell	-10,486	Closed	-$212K	–	2799
2017 Q4	$212K	Buy	+10,486	New	+$216K	﹤0.01%	2326
2017 Q2	–	Sell	-11,135	Closed	-$147K	–	2574
2017 Q1	$147K	Buy	11,135 +54	+0.5%	+$742	﹤0.01%	2238
2016 Q4	$165K	Buy	+11,081	New	+$148K	﹤0.01%	2106

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Commonwealth Equity Services's APTS Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 17,299 shares — an estimated $431K sold.

Commonwealth Equity Services first reported a position in APTS in Q4 2016 and held it in 17 quarters. The position peaked at $469K in Q4 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Commonwealth Equity Services reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 17,299 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $431K.
Commonwealth Equity Services first reported a position in Preferred Apartment Communities, Inc. in Q4 2016 and held it in 17 quarters.
Commonwealth Equity Services's Preferred Apartment Communities, Inc. position peaked at $469K in Q4 2021.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.