KFS
APTS

Kelly Financial Services’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Kelly Financial Services’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
-2,750
Closed -$68.6K – 719
2022
Q1 		$68.6K Hold
2,750
– – 0.03% 148
2021
Q4 		$49.7K Hold
2,750
– – 0.02% 174
2021
Q3 		$33.6K Sell
2,750
-24,063
-90% -$272K 0.02% 207
2021
Q2 		$2.75M Buy
26,813
+24,063
+875% +$244K 0.11% 61
2021
Q1 		$27.1K Hold
2,750
– – 0.02% 187
2020
Q4 		$20.4K Hold
2,750
– – 0.01% 192
2020
Q3 		$14.8K Hold
2,750
– – 0.01% 209
2020
Q2 		$20.9K Hold
2,750
– – 0.02% 156
2020
Q1 		$19.7K Hold
2,750
– – 0.02% 133
2019
Q4 		$36.6K Hold
2,750
– – 0.03% 108
2019
Q3 		$39.7K Hold
2,750
– – 0.04% 93
2019
Q2 		$41.1K Hold
2,750
– – 0.04% 90
2019
Q1 		$40.8K Buy
+2,750
New +$43.3K 0.05% 89

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

Kelly Financial Services's APTS Position: Q2 2022 in Review

Kelly Financial Services sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 2,750 shares — an estimated $68.6K sold.

Kelly Financial Services first reported a position in APTS in Q1 2019 and held it in 13 quarters. The position peaked at $2.75M in Q2 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Kelly Financial Services reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Kelly Financial Services sold 2,750 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $68.6K.
  • Kelly Financial Services first reported a position in Preferred Apartment Communities, Inc. in Q1 2019 and held it in 13 quarters.
  • Kelly Financial Services's Preferred Apartment Communities, Inc. position peaked at $2.75M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.