Lucia Wealth Services’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Lucia Wealth 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
2020 Q3	$44K	Hold	8,090	–	–	0.01%	163
2020 Q2	$61K	Hold	8,090	–	–	0.02%	151
2020 Q1	$58K	Hold	8,090	–	–	0.02%	160
2019 Q4	$108K	Buy	8,090 +1,930	+31%	+$26.6K	0.03%	134
2019 Q3	$89K	Hold	6,160	–	–	0.03%	120
2019 Q2	$92K	Hold	6,160	–	–	0.03%	128
2019 Q1	$91K	Buy	+6,160	New	+$97K	0.03%	143
2018 Q4	–	Sell	-1,800	Closed	-$32K	–	225
2018 Q3	$32K	Buy	1,800 +800	+80%	+$14K	0.01%	195
2018 Q2	$17K	Sell	1,000 -800	-44%	-$11.8K	0.01%	185
2018 Q1	$26K	Buy	+1,800	New	+$28.1K	0.01%	164

Other funds holding APTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's APTS Position: Q3 2020 in Review

Lucia Wealth Services held its Preferred Apartment Communities, Inc. (APTS) position steady in Q3 2020 at 8,090 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #163.

Lucia Wealth Services first reported a position in APTS in Q1 2018 and has held it in 10 quarters since. The position peaked at $108K in Q4 2019. 164 funds tracked by Wall St. Rank hold APTS as of Q3 2020.

Lucia Wealth Services held 8,090 shares of Preferred Apartment Communities, Inc. worth $44K as of Q3 2020.
Lucia Wealth Services left its Preferred Apartment Communities, Inc. share count unchanged in Q3 2020.
Preferred Apartment Communities, Inc. made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #163 holding.
Lucia Wealth Services first reported a position in Preferred Apartment Communities, Inc. in Q1 2018 and has held it in 10 quarters since.
Lucia Wealth Services's Preferred Apartment Communities, Inc. position peaked at $108K in Q4 2019.
164 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.