EWA
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EverSource Wealth Advisors’s American Public Education APEI Stock Holding History

EverSource Wealth Advisors’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Buy
305
+160
+110% +$7.33K ﹤0.01% 2591
2025
Q4 		$5.48K Hold
145
– – ﹤0.01% 3091
2025
Q3 		$5.72K Buy
145
+51
+54% +$1.62K ﹤0.01% 3100
2025
Q2 		$2.86K Buy
94
+50
+114% +$1.32K ﹤0.01% 3369
2025
Q1 		$982 Buy
44
+32
+267% +$693 ﹤0.01% 3236
2024
Q4 		$259 Buy
+12
New +$216 ﹤0.01% 3371
2022
Q2 		– Sell
-76
Closed -$2K – 1708
2022
Q1 		$2K Sell
76
-422
-85% -$8.89K ﹤0.01% 1490
2021
Q4 		$11K Buy
+498
New +$11.8K ﹤0.01% 915

Other funds holding APEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return