CWM
APPS icon

Congress Wealth Management’s Digital Turbine APPS Stock Holding History

Congress Wealth Management’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,183
Closed -$228K – 556
2022
Q1 		$228K Sell
5,183
-200
-4% -$9.02K 0.01% 562
2021
Q4 		$329K Buy
+5,383
New +$366K 0.01% 521

Other funds holding APPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Congress Wealth Management's APPS Position: Q2 2022 in Review

Congress Wealth Management sold out of Digital Turbine (APPS) in Q2 2022, closing a stake of 5,183 shares — an estimated $228K sold.

Congress Wealth Management first reported a position in APPS in Q4 2021 and held it in 2 quarters. The position peaked at $329K in Q4 2021. 286 funds tracked by Wall St. Rank hold APPS as of Q2 2022.

  • Congress Wealth Management reported no remaining Digital Turbine position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 5,183 Digital Turbine shares in Q2 2022, an estimated $228K.
  • Congress Wealth Management first reported a position in Digital Turbine in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Digital Turbine position peaked at $329K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Digital Turbine as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.