Essex Private Wealth Management’s Digital Turbine APPS Stock Holding History

Essex Private 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	-4,633	Closed	-$203K	–	33
2022 Q1	$203K	Buy	4,633 +410	+10%	+$18.5K	0.55%	33
2021 Q4	$258K	Sell	4,223 -168	-4%	-$11.4K	0.22%	55
2021 Q3	$302K	Sell	4,391 -539	-11%	-$33.4K	0.27%	55
2021 Q2	$375K	Sell	4,930 -2,851	-37%	-$203K	0.34%	52
2021 Q1	$625K	Buy	7,781 +3,112	+67%	+$227K	0.6%	32
2020 Q4	$264K	Buy	+4,669	New	+$191K	0.26%	57

Other funds holding APPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Essex Private Wealth Management's APPS Position: Q2 2022 in Review

Essex Private Wealth Management sold out of Digital Turbine (APPS) in Q2 2022, closing a stake of 4,633 shares — an estimated $203K sold.

Essex Private Wealth Management first reported a position in APPS in Q4 2020 and held it in 6 quarters. The position peaked at $625K in Q1 2021. 287 funds tracked by Wall St. Rank hold APPS as of Q2 2022.

Essex Private Wealth Management reported no remaining Digital Turbine position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 4,633 Digital Turbine shares in Q2 2022, an estimated $203K.
Essex Private Wealth Management first reported a position in Digital Turbine in Q4 2020 and held it in 6 quarters.
Essex Private Wealth Management's Digital Turbine position peaked at $625K in Q1 2021.
287 funds tracked by Wall St. Rank held Digital Turbine as of Q2 2022.

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