RIM
APTS

Rockbridge Investment Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Rockbridge Investment Management’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
2020
Q4 		– Sell
-112
Closed -$1K – 720
2020
Q3 		$1K Buy
+112
New +$762 ﹤0.01% 640

Other funds holding APTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's APTS Position: Q4 2020 in Review

Rockbridge Investment Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q4 2020, closing a stake of 112 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in APTS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 165 funds tracked by Wall St. Rank hold APTS as of Q4 2020.

  • Rockbridge Investment Management reported no remaining Preferred Apartment Communities, Inc. position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 112 Preferred Apartment Communities, Inc. shares in Q4 2020, an estimated $1K.
  • Rockbridge Investment Management first reported a position in Preferred Apartment Communities, Inc. in Q3 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Preferred Apartment Communities, Inc. position peaked at $1K in Q3 2020.
  • 165 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.