Advisor Group’s Apple AAPL Stock Holding History

Advisor Group’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
2019 Q4	$14K	Buy	156 +148	+1,850%	+$9.52K	﹤0.01%	4133
2019 Q3	$1K	Buy	+8	New	+$418	﹤0.01%	5064

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's AAPL Position: Q4 2019 in Review

Advisor Group reduced its Apple (AAPL) stake by 5.3% in Q4 2019, selling an estimated $13.5M and leaving 3,748,680 shares worth $275M. The position accounts for 1.9% of the portfolio, ranked #4.

Advisor Group first reported a position in AAPL in Q2 2016 and has held it in 15 quarters since. 3,361 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

Advisor Group held 3,748,680 shares of Apple worth $275M as of Q4 2019.
Advisor Group sold 210,420 Apple shares in Q4 2019, an estimated $13.5M.
Apple made up 1.9% of Advisor Group's portfolio in Q4 2019, its #4 holding.
Advisor Group first reported a position in Apple in Q2 2016 and has held it in 15 quarters since.
3,361 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.