WWA
APT icon

Wingate Wealth Advisors’s Alpha Pro Tech APT Stock Holding History

Wingate Wealth Advisors’s Portfolio APT Stock Details APT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$10.6K – 116
2024
Q4 		$10.6K Buy
+2,000
New +$11K 0.01% 333

Other funds holding APT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wingate Wealth Advisors's APT Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Alpha Pro Tech (APT) in Q1 2025, closing a stake of 2,000 shares — an estimated $10.6K sold.

Wingate Wealth Advisors first reported a position in APT in Q4 2024 and held it in 1 quarter. The position peaked at $10.6K in Q4 2024. 35 funds tracked by Wall St. Rank hold APT as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Alpha Pro Tech position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 2,000 Alpha Pro Tech shares in Q1 2025, an estimated $10.6K.
  • Wingate Wealth Advisors first reported a position in Alpha Pro Tech in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Alpha Pro Tech position peaked at $10.6K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Alpha Pro Tech as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.