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MPS Loria Financial Planners’s Digital Turbine APPS Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed -$8K – 124
2021
Q1 		$8K Hold
100
– – ﹤0.01% 306
2020
Q4 		$5K Buy
+100
New +$4.1K ﹤0.01% 359

Other funds holding APPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

MPS Loria Financial Planners's APPS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Digital Turbine (APPS) in Q2 2021, closing a stake of 100 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in APPS in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 319 funds tracked by Wall St. Rank hold APPS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Digital Turbine position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Digital Turbine shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Digital Turbine in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Digital Turbine position peaked at $8K in Q1 2021.
  • 319 funds tracked by Wall St. Rank held Digital Turbine as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.