LWM
APTS

Liberty Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-174
Closed -$2K – 1209
2021
Q3 		$2K Buy
174
+89
+105% +$1.01K ﹤0.01% 1093
2021
Q2 		$1K Buy
85
+2
+2% +$20 ﹤0.01% 1056
2021
Q1 		$0 Hold
83
– – ﹤0.01% 1066
2020
Q4 		$0 Buy
83
+4
+5% +$27 ﹤0.01% 1103
2020
Q3 		$0 Buy
79
+2
+3% +$14 ﹤0.01% 979
2020
Q2 		$1K Buy
77
+2
+3% +$15 ﹤0.01% 837
2020
Q1 		$1K Buy
75
+2
+3% +$22 ﹤0.01% 866
2019
Q4 		$1K Buy
73
+1
+1% +$14 ﹤0.01% 882
2019
Q3 		$1K Buy
+72
New +$1.04K ﹤0.01% 842

Other funds holding APTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Liberty Wealth Management's APTS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q4 2021, closing a stake of 174 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in APTS in Q3 2019 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 181 funds tracked by Wall St. Rank hold APTS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 174 Preferred Apartment Communities, Inc. shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Preferred Apartment Communities, Inc. position peaked at $2K in Q3 2021.
  • 181 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.