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Ahrens Investment Partners’s Apple AAPL Stock Holding History

Ahrens Investment Partners’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
Q3 		– Sell
-500
Closed -$1K – 211
2021
Q2 		$1K Buy
+500
New +$64.8K ﹤0.01% 237
2020
Q3 		– Sell
-14,000
Closed -$64K – 172
2020
Q2 		$64K Buy
+14,000
New +$1.08M 0.04% 159

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ahrens Investment Partners's AAPL Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Apple (AAPL) stake by 6% in Q1 2023, selling an estimated $421K and leaving 44,647 shares worth $7.36M. The position accounts for 3.65% of the portfolio, ranked #4.

Ahrens Investment Partners first reported a position in AAPL in Q4 2016 and has held it in 26 quarters since. The position peaked at $8.7M in Q4 2021. 4,513 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

  • Ahrens Investment Partners held 44,647 shares of Apple worth $7.36M as of Q1 2023.
  • Ahrens Investment Partners sold 2,851 Apple shares in Q1 2023, an estimated $421K.
  • Apple made up 3.65% of Ahrens Investment Partners's portfolio in Q1 2023, its #4 holding.
  • Ahrens Investment Partners first reported a position in Apple in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Apple position peaked at $8.7M in Q4 2021.
  • 4,513 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.