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Optimum Investment Advisors’s Digital Turbine APPS Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-100
Closed -$605 – 645
2023
Q3 		$605 Hold
100
– – ﹤0.01% 674
2023
Q2 		$928 Hold
100
– – ﹤0.01% 667
2023
Q1 		$1.24K Sell
100
-100
-50% -$1.34K ﹤0.01% 691
2022
Q4 		$3.05K Hold
200
– – ﹤0.01% 664
2022
Q3 		$3K Hold
200
– – ﹤0.01% 686
2022
Q2 		$3K Hold
200
– – ﹤0.01% 724
2022
Q1 		$9K Hold
200
– – ﹤0.01% 652
2021
Q4 		$12K Buy
200
+100
+100% +$6.8K ﹤0.01% 657
2021
Q3 		$7K Hold
100
– – ﹤0.01% 708
2021
Q2 		$8K Buy
+100
New +$7.14K ﹤0.01% 767
2021
Q1 		– Sell
-1,000
Closed -$57K – 912
2020
Q4 		$57K Buy
+1,000
New +$41K 0.02% 455

Other funds holding APPS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return