WAM
APEI icon

Wealthspire Advisors (Maryland)’s American Public Education APEI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-45
Closed -$1K – 546
2019
Q1 		$1K Hold
45
– – ﹤0.01% 2286
2018
Q4 		$1K Buy
45
+38
+543% +$1.17K ﹤0.01% 2215
2018
Q3 		$0 Hold
7
– – ﹤0.01% 2378
2018
Q2 		$0 Hold
7
– – ﹤0.01% 2421
2018
Q1 		$0 Hold
7
– – ﹤0.01% 2489
2017
Q4 		$0 Hold
7
– – ﹤0.01% 2430
2017
Q3 		$0 Buy
+7
New +$142 ﹤0.01% 2244

Other funds holding APEI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APEI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of American Public Education (APEI) in Q2 2019, closing a stake of 45 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in APEI in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 119 funds tracked by Wall St. Rank hold APEI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining American Public Education position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 45 American Public Education shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in American Public Education in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s American Public Education position peaked at $1K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held American Public Education as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.