PFGIA
APTO

Patriot Financial Group Insurance Agency’s Aptose Biosciences, Inc. APTO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio APTO Stock Details APTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$2K – 2075
2022
Q2 		$2K Sell
7
-5
-42% -$2.39K ﹤0.01% 1839
2022
Q1 		$8K Sell
12
-10
-45% -$5.53K ﹤0.01% 1471
2021
Q4 		$13K Sell
22
-99
-82% -$93K ﹤0.01% 1404
2021
Q3 		$119K Sell
121
-237
-66% -$296K 0.02% 594
2021
Q2 		$535K Sell
358
-23
-6% -$50.1K 0.1% 214
2021
Q1 		$1.02M Buy
381
+5
+1% +$9.91K 0.23% 105
2020
Q4 		$741K Buy
376
+55
+17% +$129K 0.19% 118
2020
Q3 		$866K Buy
321
+34
+12% +$84.8K 0.28% 78
2020
Q2 		$815K Sell
287
-5
-2% -$16.1K 0.31% 72
2020
Q1 		$781K Buy
292
+76
+35% +$227K 0.36% 58
2019
Q4 		$550K Buy
216
+11
+5% +$14.3K 0.21% 100
2019
Q3 		$192K Buy
205
+16
+8% +$18.2K 0.09% 208
2019
Q2 		$221K Buy
189
+14
+8% +$12.9K 0.1% 179
2019
Q1 		$158K Buy
175
+47
+37% +$42.6K 0.08% 198
2018
Q4 		$110K Buy
128
+13
+11% +$12.8K 0.07% 198
2018
Q3 		$134K Buy
115
+52
+83% +$69.7K 0.08% 156
2018
Q2 		$112K Buy
63
+37
+142% +$59K 0.12% 107
2018
Q1 		$35K Buy
+26
New +$34.8K 0.03% 374

Other funds holding APTO

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Aptose Biosciences, Inc. (APTO) in Q3 2022, closing a stake of 7 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in APTO in Q1 2018 and held it in 18 quarters. The position peaked at $1.02M in Q1 2021. 49 funds tracked by Wall St. Rank hold APTO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Aptose Biosciences, Inc. position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7 Aptose Biosciences, Inc. shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Aptose Biosciences, Inc. in Q1 2018 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's Aptose Biosciences, Inc. position peaked at $1.02M in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Aptose Biosciences, Inc. as of Q3 2022.

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