PFGIA
APEI icon

Patriot Financial Group Insurance Agency’s American Public Education APEI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9
Closed – – 1844
2020
Q3 		$0 Hold
9
– – ﹤0.01% 1672
2020
Q2 		$0 Sell
9
-5
-36% -$140 ﹤0.01% 1651
2020
Q1 		$0 Buy
14
+8
+133% +$195 ﹤0.01% 1562
2019
Q4 		$0 Buy
+6
New +$147 ﹤0.01% 1312

Other funds holding APEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's APEI Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of American Public Education (APEI) in Q4 2020, closing a stake of 9 shares.

Patriot Financial Group Insurance Agency first reported a position in APEI in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 129 funds tracked by Wall St. Rank hold APEI as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining American Public Education position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9 American Public Education shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in American Public Education in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's American Public Education position peaked at $0 in Q3 2020.
  • 129 funds tracked by Wall St. Rank held American Public Education as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.