DADC
APTS

D.A. Davidson & Co’s Preferred Apartment Communities, Inc. APTS Stock Holding History

D.A. Davidson & Co’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
-17,225
Closed -$430K – 1383
2022
Q1 		$430K Buy
17,225
+85
+0.5% +$1.84K ﹤0.01% 932
2021
Q4 		$310K Buy
17,140
+118
+0.7% +$1.62K ﹤0.01% 1047
2021
Q3 		$208K Buy
17,022
+2,335
+16% +$26.4K ﹤0.01% 1142
2021
Q2 		$143K Buy
14,687
+4,279
+41% +$43.4K ﹤0.01% 1149
2021
Q1 		$103K Sell
10,408
-1,158
-10% -$9.86K ﹤0.01% 1126
2020
Q4 		$86K Buy
11,566
+814
+8% +$5.56K ﹤0.01% 1002
2020
Q3 		$58K Sell
10,752
-2,113
-16% -$14.4K ﹤0.01% 939
2020
Q2 		$98K Buy
12,865
+1,581
+14% +$11.5K ﹤0.01% 905
2020
Q1 		$81K Buy
+11,284
New +$122K ﹤0.01% 951
2017
Q3 		– Sell
-3,577
Closed -$56K – 2123
2017
Q2 		$56K Buy
3,577
+184
+5% +$2.78K ﹤0.01% 1496
2017
Q1 		$44K Buy
3,393
+393
+13% +$5.4K ﹤0.01% 1567
2016
Q4 		$44K Hold
3,000
– – ﹤0.01% 1652
2016
Q3 		$40K Hold
3,000
– – ﹤0.01% 1618
2016
Q2 		$44K Hold
3,000
– – ﹤0.01% 1467
2016
Q1 		$38K Sell
3,000
-2,000
-40% -$23.8K ﹤0.01% 1496
2015
Q4 		$65K Buy
+5,000
New +$57.8K ﹤0.01% 1301

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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

D.A. Davidson & Co's APTS Position: Q2 2022 in Review

D.A. Davidson & Co sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 17,225 shares — an estimated $430K sold.

D.A. Davidson & Co first reported a position in APTS in Q4 2015 and held it in 16 quarters. The position peaked at $430K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • D.A. Davidson & Co reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • D.A. Davidson & Co sold 17,225 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $430K.
  • D.A. Davidson & Co first reported a position in Preferred Apartment Communities, Inc. in Q4 2015 and held it in 16 quarters.
  • D.A. Davidson & Co's Preferred Apartment Communities, Inc. position peaked at $430K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on D.A. Davidson & Co's 13F filing for Q2 2022, filed 28 Jul 2022.