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	–	910
2020 Q4	$57K	Buy	+1,000	New	+$41K	0.02%	455

Other funds holding APPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Optimum Investment Advisors's APPS Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Digital Turbine (APPS) in Q4 2023, closing a stake of 100 shares — an estimated $605 sold.

Optimum Investment Advisors first reported a position in APPS in Q4 2020 and held it in 11 quarters. The position peaked at $57K in Q4 2020. 213 funds tracked by Wall St. Rank hold APPS as of Q4 2023.

Optimum Investment Advisors reported no remaining Digital Turbine position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 100 Digital Turbine shares in Q4 2023, an estimated $605.
Optimum Investment Advisors first reported a position in Digital Turbine in Q4 2020 and held it in 11 quarters.
Optimum Investment Advisors's Digital Turbine position peaked at $57K in Q4 2020.
213 funds tracked by Wall St. Rank held Digital Turbine as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.