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MBM Wealth Consultants’s Digital Turbine APPS Stock Holding History

MBM Wealth Consultants’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,315
Closed -$194K – 107
2023
Q3 		$194K Buy
36,315
+12,730
+54% +$113K 0.08% 102
2023
Q2 		$248K Buy
23,585
+4,704
+25% +$51.8K 0.11% 88
2023
Q1 		$281K Hold
18,881
– – 0.11% 77
2022
Q4 		$284K Buy
18,881
+6,311
+50% +$97K 0.13% 76
2022
Q3 		$186K Buy
12,570
+5,852
+87% +$112K 0.09% 80
2022
Q2 		$117K Buy
6,718
+982
+17% +$26.6K 0.06% 99
2022
Q1 		$251K Buy
5,736
+1,758
+44% +$79.3K 0.1% 92
2021
Q4 		$243K Buy
3,978
+323
+9% +$22K 0.1% 92
2021
Q3 		$251K Buy
+3,655
New +$227K 0.11% 85

Other funds holding APPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MBM Wealth Consultants's APPS Position: Q4 2023 in Review

MBM Wealth Consultants sold out of Digital Turbine (APPS) in Q4 2023, closing a stake of 36,315 shares — an estimated $194K sold.

MBM Wealth Consultants first reported a position in APPS in Q3 2021 and held it in 9 quarters. The position peaked at $284K in Q4 2022. 213 funds tracked by Wall St. Rank hold APPS as of Q4 2023.

  • MBM Wealth Consultants reported no remaining Digital Turbine position as of Q4 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 36,315 Digital Turbine shares in Q4 2023, an estimated $194K.
  • MBM Wealth Consultants first reported a position in Digital Turbine in Q3 2021 and held it in 9 quarters.
  • MBM Wealth Consultants's Digital Turbine position peaked at $284K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Digital Turbine as of Q4 2023.

Based on MBM Wealth Consultants's 13F filing for Q4 2023, filed 30 Jan 2024.