MWC
APPS icon

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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return