CIA
APCX

Concurrent Investment Advisors’s AppTech Payments APCX Stock Holding History

Concurrent Investment Advisors’s Portfolio APCX Stock Details APCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-52,002
Closed -$31.1K – 1126
2024
Q3 		$31.1K Hold
52,002
– – ﹤0.01% 1038
2024
Q2 		$48.9K Buy
+52,002
New +$47.4K ﹤0.01% 939

Other funds holding APCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Concurrent Investment Advisors's APCX Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of AppTech Payments (APCX) in Q4 2024, closing a stake of 52,002 shares — an estimated $31.1K sold.

Concurrent Investment Advisors first reported a position in APCX in Q2 2024 and held it in 2 quarters. The position peaked at $48.9K in Q2 2024. 20 funds tracked by Wall St. Rank hold APCX as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining AppTech Payments position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 52,002 AppTech Payments shares in Q4 2024, an estimated $31.1K.
  • Concurrent Investment Advisors first reported a position in AppTech Payments in Q2 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's AppTech Payments position peaked at $48.9K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held AppTech Payments as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.