AllSquare Wealth Management’s Aptiv APTV Stock Holding History

AllSquare Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16	Closed	-$1.44K	–	537
2023 Q4	$1.44K	Hold	16	–	–	﹤0.01%	478
2023 Q3	$1.58K	Hold	16	–	–	﹤0.01%	477
2023 Q2	$1.46K	Hold	16	–	–	﹤0.01%	494
2023 Q1	$1.79K	Hold	16	–	–	﹤0.01%	477
2022 Q4	$1.49K	Hold	16	–	–	﹤0.01%	468
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	469
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	474
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	461
2021 Q4	$3K	Hold	16	–	–	﹤0.01%	443
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	448
2021 Q2	$3K	Hold	16	–	–	﹤0.01%	449
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	455
2020 Q4	$2K	Buy	+16	New	+$1.78K	﹤0.01%	422
2018 Q2	–	Hold	0	–	–	–	482
2018 Q1	–	Sell	-284	Closed	-$25.8K	–	395
2017 Q4	$24K	Sell	284 -13	-4%	-$1.24K	0.02%	217
2017 Q3	$29K	Buy	+297	New	+$28K	0.02%	195

Other funds holding APTV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return