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True Wealth Design’s American Public Education APEI Stock Holding History

True Wealth Design’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.46K Hold
96
– – ﹤0.01% 1172
2025
Q4 		$3.63K Hold
96
– – ﹤0.01% 1221
2025
Q3 		$3.79K Buy
96
+56
+140% +$1.78K ﹤0.01% 1193
2025
Q2 		$1.22K Hold
40
– – ﹤0.01% 1393
2025
Q1 		$893 Hold
40
– – ﹤0.01% 1304
2024
Q4 		$863 Sell
40
-121
-75% -$2.18K ﹤0.01% 973
2024
Q3 		$2.38K Buy
+161
New +$2.63K ﹤0.01% 740

Other funds holding APEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return