Ownership history in Hennion & Walsh Asset Management, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Hennion & Walsh Asset Management, Inc. reported a position in APPLIED THERAPEUTICS INC (APLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Hennion & Walsh Asset Management, Inc. underperformed the S&P 500 by β143.4% annually on this APLT position. Timing score: 40% (2/5 decisions correct). Average cost basis: $3.90. Maximum drawdown during holding period: β98.8%.
β Significantly underperformed the S&P 500 by 143.4% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $0.10 (2025 Q4) Β· Worst: $8.50 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size