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Strategic Financial Concepts’s Apyx Medical APYX Stock Holding History

Strategic Financial Concepts’s Portfolio APYX Stock Details APYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,198
Closed -$19.3K – 772
2024
Q1 		$19.3K Buy
+14,198
New +$30.2K ﹤0.01% 311
2023
Q4 		– Sell
-14,198
Closed -$45.4K – 152
2023
Q3 		$45.4K Hold
14,198
– – 0.02% 264
2023
Q2 		$71.4K Buy
14,198
+1,000
+8% +$5.07K 0.03% 252
2023
Q1 		$38K Buy
+13,198
New +$38.5K 0.02% 240

Other funds holding APYX

ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Strategic Financial Concepts's APYX Position: Q2 2024 in Review

Strategic Financial Concepts sold out of Apyx Medical (APYX) in Q2 2024, closing a stake of 14,198 shares — an estimated $19.3K sold.

Strategic Financial Concepts first reported a position in APYX in Q1 2023 and held it in 4 quarters. The position peaked at $71.4K in Q2 2023. 49 funds tracked by Wall St. Rank hold APYX as of Q2 2024.

  • Strategic Financial Concepts reported no remaining Apyx Medical position as of Q2 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 14,198 Apyx Medical shares in Q2 2024, an estimated $19.3K.
  • Strategic Financial Concepts first reported a position in Apyx Medical in Q1 2023 and held it in 4 quarters.
  • Strategic Financial Concepts's Apyx Medical position peaked at $71.4K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Apyx Medical as of Q2 2024.

Based on Strategic Financial Concepts's 13F filing for Q2 2024, filed 6 Aug 2024.