MA
APTS

Mutual Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Mutual Advisors’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
-10,353
Closed -$258K – 933
2022
Q1 		$258K Sell
10,353
-4,601
-31% -$99.7K 0.01% 755
2021
Q4 		$270K Sell
14,954
-695
-4% -$9.54K 0.01% 765
2021
Q3 		$191K Sell
15,649
-177
-1% -$2K 0.01% 838
2021
Q2 		$154K Buy
15,826
+197
+1% +$2K 0.01% 799
2021
Q1 		$154K Buy
15,629
+4,365
+39% +$37.1K 0.01% 745
2020
Q4 		$83K Buy
11,264
+333
+3% +$2.27K 0.01% 726
2020
Q3 		$59K Sell
10,931
-1,001
-8% -$6.81K 0.01% 662
2020
Q2 		$91K Buy
11,932
+338
+3% +$2.45K 0.01% 636
2020
Q1 		$83K Buy
+11,594
New +$126K 0.01% 540
2019
Q3 		– Sell
-10,661
Closed -$159K – 612
2019
Q2 		$159K Buy
+10,661
New +$166K 0.02% 540

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

Mutual Advisors's APTS Position: Q2 2022 in Review

Mutual Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 10,353 shares — an estimated $258K sold.

Mutual Advisors first reported a position in APTS in Q2 2019 and held it in 10 quarters. The position peaked at $270K in Q4 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Mutual Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Mutual Advisors sold 10,353 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $258K.
  • Mutual Advisors first reported a position in Preferred Apartment Communities, Inc. in Q2 2019 and held it in 10 quarters.
  • Mutual Advisors's Preferred Apartment Communities, Inc. position peaked at $270K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Mutual Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.