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APTS

TrueWealth LLC’s Preferred Apartment Communities, Inc. APTS Stock Holding History

TrueWealth LLC’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
2020
Q2 		$266K Hold
35,000
– – 0.11% 108
2020
Q1 		$251K Buy
+35,000
New +$380K 0.12% 105

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrueWealth LLC's APTS Position: Q2 2020 in Review

TrueWealth LLC held its Preferred Apartment Communities, Inc. (APTS) position steady in Q2 2020 at 35,000 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #108.

TrueWealth LLC first reported a position in APTS in Q1 2020 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold APTS as of Q2 2020.

  • TrueWealth LLC held 35,000 shares of Preferred Apartment Communities, Inc. worth $266K as of Q2 2020.
  • TrueWealth LLC left its Preferred Apartment Communities, Inc. share count unchanged in Q2 2020.
  • Preferred Apartment Communities, Inc. made up 0.11% of TrueWealth LLC's portfolio in Q2 2020, its #108 holding.
  • TrueWealth LLC first reported a position in Preferred Apartment Communities, Inc. in Q1 2020 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.