HWM
APTS

HB Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

HB Wealth Management’s Portfolio APTS Stock Details APTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-62,645
Closed -$1.56M – 636
2022
Q1 		$1.56M Hold
62,645
– – 0.03% 214
2021
Q4 		$1.13M Buy
+62,645
New +$860K 0.02% 229

Other funds holding APTS

FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

HB Wealth Management's APTS Position: Q2 2022 in Review

HB Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 62,645 shares — an estimated $1.56M sold.

HB Wealth Management first reported a position in APTS in Q4 2021 and held it in 2 quarters. The position peaked at $1.56M in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • HB Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 62,645 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $1.56M.
  • HB Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q4 2021 and held it in 2 quarters.
  • HB Wealth Management's Preferred Apartment Communities, Inc. position peaked at $1.56M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.