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FWM
Focused Wealth Management’s
Digital Turbine
APPS
Stock Holding History
Focused Wealth Management’s Portfolio
APPS Stock Details
APPS Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-173
Closed
-$1.19K
–
251
2023
Q4
$1.19K
Hold
173
–
–
﹤0.01%
840
2023
Q3
$1.05K
Hold
173
–
–
﹤0.01%
842
2023
Q2
$1.6K
Sell
173
-1,100
-86%
-$12.1K
﹤0.01%
830
2023
Q1
$15.7K
Hold
1,273
–
–
﹤0.01%
474
2022
Q4
$19.4K
Sell
1,273
-50
-4%
-$768
﹤0.01%
431
2022
Q3
$19K
Hold
1,323
–
–
﹤0.01%
402
2022
Q2
$23K
Sell
1,323
-1,000
-43%
-$27.1K
﹤0.01%
381
2022
Q1
$102K
Buy
2,323
+1,048
+82%
+$47.3K
0.02%
207
2021
Q4
$78K
Sell
1,275
-1,025
-45%
-$69.7K
0.01%
314
2021
Q3
$158K
Sell
2,300
-13
-0.6%
-$806
0.03%
201
2021
Q2
$176K
Sell
2,313
-75
-3%
-$5.35K
0.03%
188
2021
Q1
$192K
Sell
2,388
-2,322
-49%
-$170K
0.03%
171
2020
Q4
$266K
Buy
4,710
+1,025
+28%
+$42K
0.05%
134
2020
Q3
$121K
Buy
+3,685
New
+$79.4K
0.03%
208
Other funds holding APPS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
GRIM
Greenhaven Road Investment Management
Greenwich, Connecticut
$145M AUM
13.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Walleye Capital
New York
$16.3B AUM
37.67%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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