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Navis Wealth Advisors’s Digital Turbine APPS Stock Holding History

Navis Wealth Advisors’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
Q1 		– Sell
-500
Closed -$28K – 116
2020
Q4 		$28K Buy
+500
New +$20.5K 0.03% 152

Other funds holding APPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Navis Wealth Advisors's APPS Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Digital Turbine (APPS) in Q1 2021, closing a stake of 500 shares — an estimated $28K sold.

Navis Wealth Advisors first reported a position in APPS in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 310 funds tracked by Wall St. Rank hold APPS as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Digital Turbine position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 500 Digital Turbine shares in Q1 2021, an estimated $28K.
  • Navis Wealth Advisors first reported a position in Digital Turbine in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Digital Turbine position peaked at $28K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held Digital Turbine as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.