WA
APPS icon

WealthTrust Axiom’s Digital Turbine APPS Stock Holding History

WealthTrust Axiom’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,348
Closed -$48.1K – 259
2024
Q1 		$48.1K Sell
18,348
-22,480
-55% -$95.3K 0.02% 253
2023
Q4 		$280K Sell
40,828
-7,850
-16% -$43.8K 0.09% 184
2023
Q3 		$295K Sell
48,678
-6,000
-11% -$53.4K 0.11% 167
2023
Q2 		$507K Buy
54,678
+10,018
+22% +$110K 0.17% 127
2023
Q1 		$552K Buy
44,660
+15,350
+52% +$206K 0.19% 114
2022
Q4 		$447K Buy
29,310
+9,100
+45% +$140K 0.16% 134
2022
Q3 		$291K Buy
20,210
+1,300
+7% +$24.9K 0.11% 167
2022
Q2 		$330K Buy
+18,910
New +$513K 0.12% 161
2021
Q2 		– Sell
-2,670
Closed -$214K – 270
2021
Q1 		$214K Buy
+2,670
New +$195K 0.07% 205
2020
Q3 		– Sell
-14,600
Closed -$183K – 209
2020
Q2 		$183K Buy
+14,600
New +$102K 0.08% 176

Other funds holding APPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return