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Atlas Private Wealth Management’s Apple AAPL Stock Holding History

Atlas Private Wealth 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
2024
Q1 		$7.43M Sell
43,307
-2,376
-5% -$432K 3.12% 5
2023
Q4 		$8.8M Sell
45,683
-207
-0.5% -$38.2K 4.13% 1
2023
Q3 		$7.86M Sell
45,890
-388
-0.8% -$71.2K 4.22% 2
2023
Q2 		$8.98M Sell
46,278
-1,557
-3% -$271K 4.73% 1
2023
Q1 		$7.89M Buy
47,835
+3,128
+7% +$462K 4.74% 1
2022
Q4 		$5.81M Sell
44,707
-1,970
-4% -$282K 2.68% 6
2022
Q3 		$6.45M Buy
46,677
+467
+1% +$73.3K 4.67% 4
2022
Q2 		$6.32M Buy
46,210
+286
+0.6% +$43.3K 4.31% 4
2022
Q1 		$8.02M Sell
45,924
-244
-0.5% -$41K 4.66% 1
2021
Q4 		$8.2M Sell
46,168
-2,465
-5% -$390K 4.57% 2
2021
Q3 		$6.88M Sell
48,633
-2,905
-6% -$428K 4.21% 3
2021
Q2 		$7.06M Sell
51,538
-218
-0.4% -$28.2K 4.36% 2
2021
Q1 		$6.32M Buy
51,756
+396
+0.8% +$50.8K 4.04% 2
2020
Q4 		$6.82M Sell
51,360
-4,411
-8% -$531K 4.86% 1
2020
Q3 		$6.46M Sell
55,771
-8,765
-14% -$956K 5.06% 2
2020
Q2 		$5.89M Sell
64,536
-320
-0.5% -$24.8K 4.74% 2
2020
Q1 		$4.12M Buy
64,856
+432
+0.7% +$31.8K 3.81% 2
2019
Q4 		$4.73M Buy
+64,424
New +$4.14M 3.63% 2

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

Atlas Private Wealth Management's AAPL Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Apple (AAPL) stake by 5.2% in Q1 2024, selling an estimated $432K and leaving 43,307 shares worth $7.43M. The position accounts for 3.12% of the portfolio, ranked #5.

Atlas Private Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 18 quarters since. The position peaked at $8.98M in Q2 2023. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Atlas Private Wealth Management held 43,307 shares of Apple worth $7.43M as of Q1 2024.
  • Atlas Private Wealth Management sold 2,376 Apple shares in Q1 2024, an estimated $432K.
  • Apple made up 3.12% of Atlas Private Wealth Management's portfolio in Q1 2024, its #5 holding.
  • Atlas Private Wealth Management first reported a position in Apple in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Apple position peaked at $8.98M in Q2 2023.
  • 5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.