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Impact Partnership Wealth’s Apogee Enterprises APOG Stock Holding History

Impact Partnership Wealth’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66
Closed -$3.91K – 240
2024
Q1 		$3.91K Hold
66
– – ﹤0.01% 520
2023
Q4 		$3.52K Hold
66
– – ﹤0.01% 617
2023
Q3 		$3.11K Buy
66
+33
+100% +$1.6K ﹤0.01% 759
2023
Q2 		$1.57K Buy
+33
New +$1.38K ﹤0.01% 726

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Impact Partnership Wealth's APOG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Apogee Enterprises (APOG) in Q2 2024, closing a stake of 66 shares — an estimated $3.91K sold.

Impact Partnership Wealth first reported a position in APOG in Q2 2023 and held it in 4 quarters. The position peaked at $3.91K in Q1 2024. 224 funds tracked by Wall St. Rank hold APOG as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Apogee Enterprises position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 66 Apogee Enterprises shares in Q2 2024, an estimated $3.91K.
  • Impact Partnership Wealth first reported a position in Apogee Enterprises in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Apogee Enterprises position peaked at $3.91K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.