APYX β€” APYX MEDICAL CORPORATION

Ownership history in Private Advisor Group, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in APYX MEDICAL CORPORATION (APYX). 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.

Position Intelligence

Private Advisor Group, LLC Γ— APYX AI Analytics

πŸ“ˆ Private Advisor Group, LLC outperformed the S&P 500 by +56.4% annually on this APYX position. Timing score: 50% (2/4 decisions correct). Average cost basis: $1.37. Maximum drawdown during holding period: –13.3%.

πŸ“ˆ Position Alpha vs SPY
+56.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 56.4% per year on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$1.37
+56.2% vs current ($2.14)

Best entry: $1.24 (2024 Q3)  Β·  Worst: $2.25 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–13.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    APYX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 66,720 -223,111 -77.0% 0.00% $143K $2.14
2025 Q2 ADDED 289,831 +1,855 +0.6% 0.00% $652K $2.25
2025 Q1 REDUCED 287,976 -23,068 -7.4% 0.00% $395K $1.37
2024 Q4 REDUCED 311,044 -11,277 -3.5% 0.00% $491K $1.58
2024 Q3 ADDED 322,321 +12,180 +3.9% 0.00% $400K $1.24
2024 Q2 INITIATED 310,141 β€” β€” 0.00% $416K β€”
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