LPL Financial
APTS

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

LPL Financial’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
-28,070
Closed -$700K – 4575
2022
Q1 		$700K Sell
28,070
-19,493
-41% -$422K ﹤0.01% 2914
2021
Q4 		$859K Buy
47,563
+1,214
+3% +$16.7K ﹤0.01% 2796
2021
Q3 		$567K Sell
46,349
-8,298
-15% -$93.8K ﹤0.01% 3103
2021
Q2 		$533K Sell
54,647
-3,903
-7% -$39.6K ﹤0.01% 3098
2021
Q1 		$577K Sell
58,550
-6,667
-10% -$56.7K ﹤0.01% 2902
2020
Q4 		$483K Buy
65,217
+14,593
+29% +$99.7K ﹤0.01% 2792
2020
Q3 		$273K Sell
50,624
-94,286
-65% -$641K ﹤0.01% 2974
2020
Q2 		$1.1M Buy
144,910
+103,389
+249% +$750K ﹤0.01% 1752
2020
Q1 		$298K Buy
41,521
+15,191
+58% +$165K ﹤0.01% 2512
2019
Q4 		$351K Sell
26,330
-755
-3% -$10.4K ﹤0.01% 2655
2019
Q3 		$391K Buy
+27,085
New +$390K ﹤0.01% 2464
2018
Q2 		– Sell
-34,527
Closed -$490K – 3306
2018
Q1 		$490K Buy
+34,527
New +$540K ﹤0.01% 2166
2017
Q4 		– Sell
-69,524
Closed -$1.31M – 3091
2017
Q3 		$1.31M Buy
69,524
+8,831
+15% +$155K ﹤0.01% 1246
2017
Q2 		$956K Buy
+60,693
New +$918K ﹤0.01% 1402
2017
Q1 		– Sell
-28,239
Closed -$418K – 2832
2016
Q4 		$418K Buy
+28,239
New +$377K ﹤0.01% 1891

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

LPL Financial's APTS Position: Q2 2022 in Review

LPL Financial sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 28,070 shares — an estimated $700K sold.

LPL Financial first reported a position in APTS in Q4 2016 and held it in 15 quarters. The position peaked at $1.31M in Q3 2017. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • LPL Financial reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • LPL Financial sold 28,070 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $700K.
  • LPL Financial first reported a position in Preferred Apartment Communities, Inc. in Q4 2016 and held it in 15 quarters.
  • LPL Financial's Preferred Apartment Communities, Inc. position peaked at $1.31M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.