Toth Financial Advisory’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-800	Closed	-$10K	–	846
2021 Q3	$10K	Sell	800 -400	-33%	-$4.52K	﹤0.01%	489
2021 Q2	$12K	Hold	1,200	–	–	﹤0.01%	444
2021 Q1	$12K	Hold	1,200	–	–	﹤0.01%	454
2020 Q4	$9K	Hold	1,200	–	–	﹤0.01%	423
2020 Q3	$6K	Hold	1,200	–	–	﹤0.01%	423
2020 Q2	$9K	Buy	1,200 +550	+85%	+$3.99K	﹤0.01%	369
2020 Q1	$5K	Hold	650	–	–	﹤0.01%	338
2019 Q4	$9K	Buy	+650	New	+$8.97K	﹤0.01%	322

Other funds holding APTS

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Toth Financial Advisory's APTS Position: Q4 2021 in Review

Toth Financial Advisory sold out of Preferred Apartment Communities, Inc. (APTS) in Q4 2021, closing a stake of 800 shares — an estimated $10K sold.

Toth Financial Advisory first reported a position in APTS in Q4 2019 and held it in 8 quarters. The position peaked at $12K in Q2 2021. 181 funds tracked by Wall St. Rank hold APTS as of Q4 2021.

Toth Financial Advisory reported no remaining Preferred Apartment Communities, Inc. position as of Q4 2021 after selling out during the quarter.
Toth Financial Advisory sold 800 Preferred Apartment Communities, Inc. shares in Q4 2021, an estimated $10K.
Toth Financial Advisory first reported a position in Preferred Apartment Communities, Inc. in Q4 2019 and held it in 8 quarters.
Toth Financial Advisory's Preferred Apartment Communities, Inc. position peaked at $12K in Q2 2021.
181 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.