PFGIA
APTS

Patriot Financial Group Insurance Agency’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio APTS Stock Details APTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,122
Closed -$28K – 2233
2022
Q1 		$28K Sell
1,122
-44
-4% -$953 0.01% 972
2021
Q4 		$21K Buy
1,166
+107
+10% +$1.47K ﹤0.01% 1213
2021
Q3 		$13K Buy
1,059
+10
+1% +$113 ﹤0.01% 1386
2021
Q2 		$10K Buy
1,049
+9
+0.9% +$91 ﹤0.01% 1460
2021
Q1 		$10K Buy
1,040
+12
+1% +$102 ﹤0.01% 1366
2020
Q4 		$8K Sell
1,028
-2,777
-73% -$19K ﹤0.01% 1309
2020
Q3 		$21K Sell
3,805
-5,153
-58% -$35K 0.01% 788
2020
Q2 		$68K Buy
8,958
+6,880
+331% +$49.9K 0.03% 441
2020
Q1 		$15K Buy
2,078
+14
+0.7% +$152 0.01% 741
2019
Q4 		$27K Buy
2,064
+14
+0.7% +$193 0.01% 621
2019
Q3 		$30K Buy
2,050
+450
+28% +$6.48K 0.01% 549
2019
Q2 		$24K Buy
+1,600
New +$24.9K 0.01% 599
2018
Q4 		– Sell
-1,200
Closed -$21K – 1148
2018
Q3 		$21K Buy
+1,200
New +$20.9K 0.01% 479

Other funds holding APTS

FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Patriot Financial Group Insurance Agency's APTS Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 1,122 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in APTS in Q3 2018 and held it in 13 quarters. The position peaked at $68K in Q2 2020. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,122 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in Preferred Apartment Communities, Inc. in Q3 2018 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's Preferred Apartment Communities, Inc. position peaked at $68K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.