TVWM
APTS

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

Tower View 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
2021
Q4 		– Sell
-500
Closed -$6K – 228
2021
Q3 		$6K Buy
+500
New +$5.65K ﹤0.01% 198

Other funds holding APTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
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

Tower View Wealth Management's APTS Position: Q4 2021 in Review

Tower View Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q4 2021, closing a stake of 500 shares — an estimated $6K sold.

Tower View Wealth Management first reported a position in APTS in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 181 funds tracked by Wall St. Rank hold APTS as of Q4 2021.

  • Tower View Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 500 Preferred Apartment Communities, Inc. shares in Q4 2021, an estimated $6K.
  • Tower View Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Preferred Apartment Communities, Inc. position peaked at $6K in Q3 2021.
  • 181 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.