NFSG
APTS

Newbridge Financial Services Group’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Newbridge Financial Services Group’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
-1,118
Closed -$28K – 1581
2022
Q1 		$28K Sell
1,118
-8,330
-88% -$181K 0.01% 634
2021
Q4 		$171K Sell
9,448
-2,118
-18% -$29.1K 0.08% 222
2021
Q3 		$141K Sell
11,566
-794
-6% -$8.98K 0.09% 219
2021
Q2 		$121K Sell
12,360
-1,200
-9% -$12.2K 0.07% 249
2021
Q1 		$134K Buy
13,560
+3,576
+36% +$30.4K 0.1% 209
2020
Q4 		$74K Buy
9,984
+1,521
+18% +$10.4K 0.06% 259
2020
Q3 		$46K Buy
+8,463
New +$57.5K 0.05% 336

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

Newbridge Financial Services Group's APTS Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 1,118 shares — an estimated $28K sold.

Newbridge Financial Services Group first reported a position in APTS in Q3 2020 and held it in 7 quarters. The position peaked at $171K in Q4 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,118 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $28K.
  • Newbridge Financial Services Group first reported a position in Preferred Apartment Communities, Inc. in Q3 2020 and held it in 7 quarters.
  • Newbridge Financial Services Group's Preferred Apartment Communities, Inc. position peaked at $171K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.