SFS
APTS

Sowell Financial Services’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,823
Closed -$18K – 3091
2021
Q1 		$18K Hold
1,823
– – ﹤0.01% 2105
2020
Q4 		$13K Hold
1,823
– – ﹤0.01% 1930
2020
Q3 		$10K Sell
1,823
-1,500
-45% -$10.2K ﹤0.01% 1822
2020
Q2 		$25K Buy
3,323
+141
+4% +$1.02K ﹤0.01% 1400
2020
Q1 		$23K Buy
3,182
+470
+17% +$5.1K ﹤0.01% 1350
2019
Q4 		$36K Buy
2,712
+820
+43% +$11.3K ﹤0.01% 1261
2019
Q3 		$27K Buy
+1,892
New +$27.3K ﹤0.01% 1189

Other funds holding APTS

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Invesco
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return