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Advanced Research Investment Solutions’s Apple AAPL Stock Holding History

Advanced Research Investment Solutions’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
2024
Q1 		– Sell
-10,188
Closed -$1.96M – 1
2023
Q4 		$1.96M Buy
10,188
+510
+5% +$94.2K 1.23% 10
2023
Q3 		$1.66M Sell
9,678
-1,277
-12% -$234K 1.07% 10
2023
Q2 		$2.12M Buy
10,955
+3,512
+47% +$612K 1.22% 9
2023
Q1 		$1.23M Buy
7,443
+3
+0% +$443 0.7% 13
2022
Q4 		$967K Sell
7,440
-2,562
-26% -$366K 0.61% 16
2022
Q3 		$1.38M Buy
10,002
+2,734
+38% +$429K 0.85% 10
2022
Q2 		$994K Sell
7,268
-1,705
-19% -$258K 0.55% 13
2022
Q1 		$1.57M Sell
8,973
-1,767
-16% -$297K 0.65% 13
2021
Q4 		$1.91M Buy
10,740
+281
+3% +$44.4K 0.69% 11
2021
Q3 		$1.48M Buy
10,459
+3,572
+52% +$526K 0.76% 10
2021
Q2 		$943K Buy
6,887
+177
+3% +$22.9K 0.85% 8
2021
Q1 		$820K Buy
6,710
+1,658
+33% +$213K 0.95% 5
2020
Q4 		$670K Buy
5,052
+4,864
+2,587% +$585K 1% 6
2020
Q3 		$22K Hold
188
– – 0.04% 14
2020
Q2 		$17.1K Hold
188
– – 0.04% 10
2020
Q1 		$12K Hold
188
– – 0.04% 12
2019
Q4 		$13.8K Buy
+188
New +$12.1K 0.11% 14

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advanced Research Investment Solutions's AAPL Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Apple (AAPL) in Q1 2024, closing a stake of 10,188 shares — an estimated $1.96M sold.

Advanced Research Investment Solutions first reported a position in AAPL in Q4 2019 and held it in 17 quarters. The position peaked at $2.12M in Q2 2023. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 10,188 Apple shares in Q1 2024, an estimated $1.96M.
  • Advanced Research Investment Solutions first reported a position in Apple in Q4 2019 and held it in 17 quarters.
  • Advanced Research Investment Solutions's Apple position peaked at $2.12M in Q2 2023.
  • 5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.