Rockefeller Capital Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Rockefeller Capital 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
2022 Q2	–	Sell	-134	Closed	-$3K	–	4549
2022 Q1	$3K	Hold	134	–	–	﹤0.01%	3552
2021 Q4	$2K	Hold	134	–	–	﹤0.01%	3601
2021 Q3	$1K	Hold	134	–	–	﹤0.01%	3650
2021 Q2	$1K	Sell	134 -262	-66%	-$2.66K	﹤0.01%	3409
2021 Q1	$3K	Sell	396 -157	-28%	-$1.34K	﹤0.01%	3069
2020 Q4	$4K	Buy	+553	New	+$3.78K	﹤0.01%	2529
2019 Q2	–	Sell	-221	Closed	-$3K	–	2067
2019 Q1	$3K	Hold	221	–	–	﹤0.01%	1752
2018 Q4	$3K	Hold	221	–	–	﹤0.01%	856
2018 Q3	$4K	Hold	221	–	–	﹤0.01%	701
2018 Q2	$4K	Buy	+221	New	+$3.26K	﹤0.01%	723

Other funds holding APTS

FFWM

Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Rockefeller Capital Management's APTS Position: Q2 2022 in Review

Rockefeller Capital Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 134 shares — an estimated $3K sold.

Rockefeller Capital Management first reported a position in APTS in Q2 2018 and held it in 10 quarters. The position peaked at $4K in Q4 2020. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Rockefeller Capital Management reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Rockefeller Capital Management sold 134 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $3K.
Rockefeller Capital Management first reported a position in Preferred Apartment Communities, Inc. in Q2 2018 and held it in 10 quarters.
Rockefeller Capital Management's Preferred Apartment Communities, Inc. position peaked at $4K in Q4 2020.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Rockefeller Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.