PP
APTO

PDS Planning’s Aptose Biosciences, Inc. APTO Stock Holding History

PDS Planning’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
2024
Q4 		– Sell
-333
Closed -$4.11K – 469
2024
Q3 		$4.11K Hold
333
– – ﹤0.01% 443
2024
Q2 		$7.59K Hold
333
– – ﹤0.01% 396
2024
Q1 		$16.6K Buy
+333
New +$19.1K ﹤0.01% 396
2023
Q2 		– Sell
-22
Closed -$6.4K – 353
2023
Q1 		$6.4K Hold
22
– – ﹤0.01% 304
2022
Q4 		$5.8K Hold
22
– – ﹤0.01% 224
2022
Q3 		$6K Buy
+22
New +$7.58K ﹤0.01% 202

Other funds holding APTO

BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning's APTO Position: Q4 2024 in Review

PDS Planning sold out of Aptose Biosciences, Inc. (APTO) in Q4 2024, closing a stake of 333 shares — an estimated $4.11K sold.

PDS Planning first reported a position in APTO in Q3 2022 and held it in 6 quarters. The position peaked at $16.6K in Q1 2024. 22 funds tracked by Wall St. Rank hold APTO as of Q4 2024.

  • PDS Planning reported no remaining Aptose Biosciences, Inc. position as of Q4 2024 after selling out during the quarter.
  • PDS Planning sold 333 Aptose Biosciences, Inc. shares in Q4 2024, an estimated $4.11K.
  • PDS Planning first reported a position in Aptose Biosciences, Inc. in Q3 2022 and held it in 6 quarters.
  • PDS Planning's Aptose Biosciences, Inc. position peaked at $16.6K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Aptose Biosciences, Inc. as of Q4 2024.

Based on PDS Planning's 13F filing for Q4 2024, filed 10 Feb 2025.