GI
APT icon

Gradient Investments’s Alpha Pro Tech APT Stock Holding History

Gradient Investments’s Portfolio APT Stock Details APT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$550 – 348
2024
Q2 		$550 Hold
100
– – ﹤0.01% 1171
2024
Q1 		$624 Hold
100
– – ﹤0.01% 986
2023
Q4 		$529 Buy
+100
New +$459 ﹤0.01% 1582

Other funds holding APT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Gradient Investments's APT Position: Q3 2024 in Review

Gradient Investments sold out of Alpha Pro Tech (APT) in Q3 2024, closing a stake of 100 shares — an estimated $550 sold.

Gradient Investments first reported a position in APT in Q4 2023 and held it in 3 quarters. The position peaked at $624 in Q1 2024. 34 funds tracked by Wall St. Rank hold APT as of Q3 2024.

  • Gradient Investments reported no remaining Alpha Pro Tech position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 100 Alpha Pro Tech shares in Q3 2024, an estimated $550.
  • Gradient Investments first reported a position in Alpha Pro Tech in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's Alpha Pro Tech position peaked at $624 in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.