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Patriot Financial Group Insurance Agency’s Digital Turbine APPS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,400
Closed -$42K – 484
2022
Q2 		$42K Sell
2,400
-1,250
-34% -$33.9K 0.01% 783
2022
Q1 		$160K Sell
3,650
-200
-5% -$9.02K 0.03% 456
2021
Q4 		$235K Hold
3,850
– – 0.04% 411
2021
Q3 		$265K Buy
+3,850
New +$239K 0.05% 372

Other funds holding APPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's APPS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Digital Turbine (APPS) in Q3 2022, closing a stake of 2,400 shares — an estimated $42K sold.

Patriot Financial Group Insurance Agency first reported a position in APPS in Q3 2021 and held it in 4 quarters. The position peaked at $265K in Q3 2021. 259 funds tracked by Wall St. Rank hold APPS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Digital Turbine position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,400 Digital Turbine shares in Q3 2022, an estimated $42K.
  • Patriot Financial Group Insurance Agency first reported a position in Digital Turbine in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Digital Turbine position peaked at $265K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held Digital Turbine as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.