GI
APCX

Gradient Investments’s AppTech Payments APCX Stock Holding History

Gradient Investments’s Portfolio APCX Stock Details APCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$985 – 1811
2023
Q2 		$985 Buy
+500
New +$907 ﹤0.01% 1366

Other funds holding APCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gradient Investments's APCX Position: Q3 2023 in Review

Gradient Investments sold out of AppTech Payments (APCX) in Q3 2023, closing a stake of 500 shares — an estimated $985 sold.

Gradient Investments first reported a position in APCX in Q2 2023 and held it in 1 quarter. The position peaked at $985 in Q2 2023. 14 funds tracked by Wall St. Rank hold APCX as of Q3 2023.

  • Gradient Investments reported no remaining AppTech Payments position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 500 AppTech Payments shares in Q3 2023, an estimated $985.
  • Gradient Investments first reported a position in AppTech Payments in Q2 2023 and held it in 1 quarter.
  • Gradient Investments's AppTech Payments position peaked at $985 in Q2 2023.
  • 14 funds tracked by Wall St. Rank held AppTech Payments as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.