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Sterling Financial Planning’s Alpha Pro Tech APT Stock Holding History

Sterling Financial Planning’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
Q2 		– Sell
-400
Closed -$4K – 400
2021
Q1 		$4K Buy
+400
New +$5.3K ﹤0.01% 321

Other funds holding APT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Financial Planning's APT Position: Q2 2021 in Review

Sterling Financial Planning sold out of Alpha Pro Tech (APT) in Q2 2021, closing a stake of 400 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in APT in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 59 funds tracked by Wall St. Rank hold APT as of Q2 2021.

  • Sterling Financial Planning reported no remaining Alpha Pro Tech position as of Q2 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 400 Alpha Pro Tech shares in Q2 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Alpha Pro Tech in Q1 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Alpha Pro Tech position peaked at $4K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q2 2021.

Based on Sterling Financial Planning's 13F filing for Q2 2021, filed 2 Aug 2021.