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CreativeOne Wealth’s Apyx Medical APYX Stock Holding History

CreativeOne Wealth’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
2020
Q4 		– Sell
-10,262
Closed -$48K – 507
2020
Q3 		$48K Hold
10,262
– – 0.01% 264
2020
Q2 		$57K Hold
10,262
– – 0.01% 242
2020
Q1 		$37K Buy
+10,262
New +$68.9K 0.01% 194

Other funds holding APYX

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
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
PVI
Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CreativeOne Wealth's APYX Position: Q4 2020 in Review

CreativeOne Wealth sold out of Apyx Medical (APYX) in Q4 2020, closing a stake of 10,262 shares — an estimated $48K sold.

CreativeOne Wealth first reported a position in APYX in Q1 2020 and held it in 3 quarters. The position peaked at $57K in Q2 2020. 64 funds tracked by Wall St. Rank hold APYX as of Q4 2020.

  • CreativeOne Wealth reported no remaining Apyx Medical position as of Q4 2020 after selling out during the quarter.
  • CreativeOne Wealth sold 10,262 Apyx Medical shares in Q4 2020, an estimated $48K.
  • CreativeOne Wealth first reported a position in Apyx Medical in Q1 2020 and held it in 3 quarters.
  • CreativeOne Wealth's Apyx Medical position peaked at $57K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Apyx Medical as of Q4 2020.

Based on CreativeOne Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.