Toth Financial Advisory’s Apogee Enterprises APOG Stock Holding History

Toth Financial Advisory’s Portfolio APOG Stock Details APOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-500	Closed	-$29.6K	–	744
2024 Q1	$29.6K	Hold	500	–	–	﹤0.01%	351
2023 Q4	$26.7K	Hold	500	–	–	﹤0.01%	354
2023 Q3	$23.5K	Hold	500	–	–	﹤0.01%	352
2023 Q2	$23.7K	Hold	500	–	–	﹤0.01%	368
2023 Q1	$21.6K	Hold	500	–	–	﹤0.01%	374
2022 Q4	$22.2K	Hold	500	–	–	﹤0.01%	371
2022 Q3	$19K	Hold	500	–	–	﹤0.01%	380
2022 Q2	$20K	Hold	500	–	–	﹤0.01%	369
2022 Q1	$24K	Hold	500	–	–	﹤0.01%	365
2021 Q4	$24K	Hold	500	–	–	﹤0.01%	371
2021 Q3	$19K	Hold	500	–	–	﹤0.01%	401
2021 Q2	$20K	Hold	500	–	–	﹤0.01%	371
2021 Q1	$20K	Hold	500	–	–	﹤0.01%	382
2020 Q4	$16K	Hold	500	–	–	﹤0.01%	366
2020 Q3	$11K	Buy	500 +200	+67%	+$4.37K	﹤0.01%	365
2020 Q2	$7K	Buy	+300	New	+$6.13K	﹤0.01%	380

Other funds holding APOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Toth Financial Advisory's APOG Position: Q2 2024 in Review

Toth Financial Advisory sold out of Apogee Enterprises (APOG) in Q2 2024, closing a stake of 500 shares — an estimated $29.6K sold.

Toth Financial Advisory first reported a position in APOG in Q2 2020 and held it in 16 quarters. The position peaked at $29.6K in Q1 2024. 224 funds tracked by Wall St. Rank hold APOG as of Q2 2024.

Toth Financial Advisory reported no remaining Apogee Enterprises position as of Q2 2024 after selling out during the quarter.
Toth Financial Advisory sold 500 Apogee Enterprises shares in Q2 2024, an estimated $29.6K.
Toth Financial Advisory first reported a position in Apogee Enterprises in Q2 2020 and held it in 16 quarters.
Toth Financial Advisory's Apogee Enterprises position peaked at $29.6K in Q1 2024.
224 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.