Spire Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Spire Wealth 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	-14,837	Closed	-$370K	–	2880
2022 Q1	$370K	Sell	14,837 -15,299	-51%	-$332K	0.01%	656
2021 Q4	$544K	Buy	30,136 +6,900	+30%	+$94.7K	0.01%	673
2021 Q3	$284K	Sell	23,236 -3,899	-14%	-$44.1K	0.01%	780
2021 Q2	$265K	Sell	27,135 -15,065	-36%	-$153K	0.01%	827
2021 Q1	$243K	Buy	+42,200	New	+$359K	0.01%	976

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

Spire Wealth Management's APTS Position: Q2 2022 in Review

Spire Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 14,837 shares — an estimated $370K sold.

Spire Wealth Management first reported a position in APTS in Q1 2021 and held it in 5 quarters. The position peaked at $544K in Q4 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Spire Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 14,837 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $370K.
Spire Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Preferred Apartment Communities, Inc. position peaked at $544K in Q4 2021.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.