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20/20 Capital Management’s Apple AAPL Stock Holding History

20/20 Capital Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$6.92M Buy
50,541
+1,273
+3% +$165K 1.79% 15
2021
Q1 		$6.02M Buy
49,268
+1,022
+2% +$131K 1.74% 15
2020
Q4 		$6.51M Buy
48,246
+196
+0.4% +$23.6K 1.9% 15
2020
Q3 		$5.57M Buy
48,050
+1,406
+3% +$153K 2.09% 13
2020
Q2 		$5.18M Sell
46,644
-2,388
-5% -$185K 2% 13
2020
Q1 		$3.72M Buy
49,032
+988
+2% +$72.7K 1.67% 15
2019
Q4 		$3.91M Buy
+48,044
New +$3.09M 1.57% 15

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

20/20 Capital Management's AAPL Position: Q2 2021 in Review

20/20 Capital Management increased its Apple (AAPL) stake by 2.6% in Q2 2021, buying an estimated $165K and bringing the position to 50,541 shares worth $6.92M. The position accounts for 1.79% of the portfolio, ranked #15.

20/20 Capital Management first reported a position in AAPL in Q4 2019 and has held it in 7 quarters since. 3,867 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • 20/20 Capital Management held 50,541 shares of Apple worth $6.92M as of Q2 2021.
  • 20/20 Capital Management bought 1,273 Apple shares in Q2 2021, an estimated $165K.
  • Apple made up 1.79% of 20/20 Capital Management's portfolio in Q2 2021, its #15 holding.
  • 20/20 Capital Management first reported a position in Apple in Q4 2019 and has held it in 7 quarters since.
  • 3,867 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.