IWM
APTI

IHT Wealth Management’s Apptio, Inc. Class A Common Stock APTI Stock Holding History

IHT Wealth Management’s Portfolio APTI Stock Details APTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,477
Closed -$572K – 525
2018
Q3 		$572K Sell
15,477
-1,472
-9% -$54.8K 0.12% 206
2018
Q2 		$614K Hold
16,949
– – 0.16% 171
2018
Q1 		$471K Hold
16,949
– – 0.13% 194
2017
Q4 		$407K Hold
16,949
– – 0.11% 231
2017
Q3 		$319K Sell
16,949
-658
-4% -$11.3K 0.14% 175
2017
Q2 		$19 Buy
17,607
+100
+0.6% +$1.47K 0.01% 804
2017
Q1 		$193K Buy
+17,507
New +$253K 0.13% 184

Other funds holding APTI

SI
SQN Investors Menlo Park, California $12.8M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

IHT Wealth Management's APTI Position: Q4 2018 in Review

IHT Wealth Management sold out of Apptio, Inc. Class A Common Stock (APTI) in Q4 2018, closing a stake of 15,477 shares — an estimated $572K sold.

IHT Wealth Management first reported a position in APTI in Q1 2017 and held it in 7 quarters. The position peaked at $614K in Q2 2018. 132 funds tracked by Wall St. Rank hold APTI as of Q4 2018.

  • IHT Wealth Management reported no remaining Apptio, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • IHT Wealth Management sold 15,477 Apptio, Inc. Class A Common Stock shares in Q4 2018, an estimated $572K.
  • IHT Wealth Management first reported a position in Apptio, Inc. Class A Common Stock in Q1 2017 and held it in 7 quarters.
  • IHT Wealth Management's Apptio, Inc. Class A Common Stock position peaked at $614K in Q2 2018.
  • 132 funds tracked by Wall St. Rank held Apptio, Inc. Class A Common Stock as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.