JWCA
APTS

J.W. Cole Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

J.W. Cole Advisors’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
-22,441
Closed -$560K – 838
2022
Q1 		$560K Buy
22,441
+485
+2% +$10.5K 0.04% 419
2021
Q4 		$397K Sell
21,956
-162
-0.7% -$2.22K 0.03% 547
2021
Q3 		$271K Buy
22,118
+826
+4% +$9.34K 0.02% 380
2021
Q2 		$208K Buy
21,292
+3,336
+19% +$33.8K 0.02% 689
2021
Q1 		$177K Buy
17,956
+930
+5% +$7.92K 0.02% 637
2020
Q4 		$126K Buy
+17,026
New +$116K 0.01% 613
2020
Q3 		– Sell
-20,493
Closed -$156K – 816
2020
Q2 		$156K Buy
+20,493
New +$149K 0.02% 282

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

J.W. Cole Advisors's APTS Position: Q2 2022 in Review

J.W. Cole Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 22,441 shares — an estimated $560K sold.

J.W. Cole Advisors first reported a position in APTS in Q2 2020 and held it in 7 quarters. The position peaked at $560K in Q1 2022. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • J.W. Cole Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 22,441 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $560K.
  • J.W. Cole Advisors first reported a position in Preferred Apartment Communities, Inc. in Q2 2020 and held it in 7 quarters.
  • J.W. Cole Advisors's Preferred Apartment Communities, Inc. position peaked at $560K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on J.W. Cole Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.