NewEdge Advisors’s Aptorum Group APM Stock Holding History

NewEdge Advisors’s Portfolio APM Stock Details APM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$9	–	3795
2024 Q1	$9	Hold	1	–	–	﹤0.01%	3778
2023 Q4	$2	Buy	+1	New	+$2	﹤0.01%	3734

Other funds holding APM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's APM Position: Q2 2024 in Review

NewEdge Advisors sold out of Aptorum Group (APM) in Q2 2024, closing a stake of 1 share — an estimated $9 sold.

NewEdge Advisors first reported a position in APM in Q4 2023 and held it in 2 quarters. The position peaked at $9 in Q1 2024. 4 funds tracked by Wall St. Rank hold APM as of Q2 2024.

NewEdge Advisors reported no remaining Aptorum Group position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 1 Aptorum Group share in Q2 2024, an estimated $9.
NewEdge Advisors first reported a position in Aptorum Group in Q4 2023 and held it in 2 quarters.
NewEdge Advisors's Aptorum Group position peaked at $9 in Q1 2024.
4 funds tracked by Wall St. Rank held Aptorum Group as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.