FIA
APXH

Foundations Investment Advisors’s APEX HealthCare ETF APXH Stock Holding History

Foundations Investment Advisors’s Portfolio APXH Stock Details APXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-282,667
Closed -$2.49M – 544
2022
Q4 		$2.49M Buy
282,667
+9,762
+4% +$83.9K 0.1% 111
2022
Q3 		$2.15M Sell
272,905
-286,185
-51% -$2.44M 0.09% 95
2022
Q2 		$4.85M Buy
559,090
+68,964
+14% +$600K 0.2% 56
2022
Q1 		$4.61M Buy
490,126
+257,881
+111% +$2.38M 0.18% 50
2021
Q4 		$2.27M Buy
+232,245
New +$2.27M 0.09% 86

Foundations Investment Advisors's APXH Position: Q1 2023 in Review

Foundations Investment Advisors sold out of APEX HealthCare ETF (APXH) in Q1 2023, closing a stake of 282,667 shares — an estimated $2.49M sold.

Foundations Investment Advisors first reported a position in APXH in Q4 2021 and held it in 5 quarters. The position peaked at $4.85M in Q2 2022. 0 funds tracked by Wall St. Rank hold APXH as of Q1 2023.

  • Foundations Investment Advisors reported no remaining APEX HealthCare ETF position as of Q1 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 282,667 APEX HealthCare ETF shares in Q1 2023, an estimated $2.49M.
  • Foundations Investment Advisors first reported a position in APEX HealthCare ETF in Q4 2021 and held it in 5 quarters.
  • Foundations Investment Advisors's APEX HealthCare ETF position peaked at $4.85M in Q2 2022.
  • 0 funds tracked by Wall St. Rank held APEX HealthCare ETF as of Q1 2023.

Based on Foundations Investment Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.