JWA
APTS

JFS Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

JFS Wealth 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
-2,000
Closed -$50K – 2007
2022
Q1 		$50K Sell
2,000
-800
-29% -$17.3K ﹤0.01% 433
2021
Q4 		$51K Hold
2,800
– – ﹤0.01% 417
2021
Q3 		$34K Buy
2,800
+1,800
+180% +$20.4K ﹤0.01% 467
2021
Q2 		$10K Hold
1,000
– – ﹤0.01% 448
2021
Q1 		$10K Hold
1,000
– – ﹤0.01% 422
2020
Q4 		$7K Hold
1,000
– – ﹤0.01% 450
2020
Q3 		$5K Hold
1,000
– – ﹤0.01% 454
2020
Q2 		$8K Hold
1,000
– – ﹤0.01% 402
2020
Q1 		$7K Hold
1,000
– – ﹤0.01% 376
2019
Q4 		$13K Buy
1,000
+500
+100% +$6.9K ﹤0.01% 357
2019
Q3 		$7K Buy
+500
New +$7.2K ﹤0.01% 390

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

JFS Wealth Advisors's APTS Position: Q2 2022 in Review

JFS Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 2,000 shares — an estimated $50K sold.

JFS Wealth Advisors first reported a position in APTS in Q3 2019 and held it in 11 quarters. The position peaked at $51K in Q4 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • JFS Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,000 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $50K.
  • JFS Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q3 2019 and held it in 11 quarters.
  • JFS Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $51K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.