SOA Wealth Advisors’s Alpha Pro Tech APT Stock Holding History

SOA Wealth Advisors’s Portfolio APT Stock Details APT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,400	Closed	-$8.16K	–	870
2021 Q3	$9K	Buy	+1,400	New	+$11.6K	﹤0.01%	604

Other funds holding APT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's APT Position: Q4 2021 in Review

SOA Wealth Advisors sold out of Alpha Pro Tech (APT) in Q4 2021, closing a stake of 1,400 shares — an estimated $8.16K sold.

SOA Wealth Advisors first reported a position in APT in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 44 funds tracked by Wall St. Rank hold APT as of Q4 2021.

SOA Wealth Advisors reported no remaining Alpha Pro Tech position as of Q4 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1,400 Alpha Pro Tech shares in Q4 2021, an estimated $8.16K.
SOA Wealth Advisors first reported a position in Alpha Pro Tech in Q3 2021 and held it in 1 quarter.
SOA Wealth Advisors's Alpha Pro Tech position peaked at $9K in Q3 2021.
44 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.