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	–	3085
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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's APTS Position: Q2 2021 in Review

Sowell Financial Services sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2021, closing a stake of 1,823 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in APTS in Q3 2019 and held it in 7 quarters. The position peaked at $36K in Q4 2019. 169 funds tracked by Wall St. Rank hold APTS as of Q2 2021.

Sowell Financial Services reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,823 Preferred Apartment Communities, Inc. shares in Q2 2021, an estimated $18K.
Sowell Financial Services first reported a position in Preferred Apartment Communities, Inc. in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Preferred Apartment Communities, Inc. position peaked at $36K in Q4 2019.
169 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.