Avitas Wealth Management’s Aptiv APTV Stock Holding History

Avitas 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 Q2	–	Sell	-4,679	Closed	-$373K	–	205
2024 Q1	$373K	Sell	4,679 -33	-0.7%	-$2.66K	0.06%	185
2023 Q4	$423K	Buy	+4,712	New	+$406K	0.07%	172
2020 Q1	–	Sell	-38,737	Closed	-$3.68M	–	130
2019 Q4	$3.68M	Buy	38,737 +257	+0.7%	+$23.5K	0.94%	34
2019 Q3	$3.36M	Buy	38,480 +465	+1%	+$38.8K	0.93%	38
2019 Q2	$3.07M	Sell	38,015 -284	-0.7%	-$22.5K	0.85%	46
2019 Q1	$3.04M	Buy	38,299 +8,442	+28%	+$649K	0.89%	41
2018 Q4	$1.84M	Sell	29,857 -21,146	-41%	-$1.53M	0.6%	77
2018 Q3	$4.28M	Buy	51,003 +20,693	+68%	+$1.89M	1.22%	17
2018 Q2	$2.78M	Buy	+30,310	New	+$2.83M	0.87%	49

Other funds holding APTV

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

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

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

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

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

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

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

Avitas Wealth Management's APTV Position: Q2 2024 in Review

Avitas Wealth Management sold out of Aptiv (APTV) in Q2 2024, closing a stake of 4,679 shares — an estimated $373K sold.

Avitas Wealth Management first reported a position in APTV in Q2 2018 and held it in 9 quarters. The position peaked at $4.28M in Q3 2018. 736 funds tracked by Wall St. Rank hold APTV as of Q2 2024.

Avitas Wealth Management reported no remaining Aptiv position as of Q2 2024 after selling out during the quarter.
Avitas Wealth Management sold 4,679 Aptiv shares in Q2 2024, an estimated $373K.
Avitas Wealth Management first reported a position in Aptiv in Q2 2018 and held it in 9 quarters.
Avitas Wealth Management's Aptiv position peaked at $4.28M in Q3 2018.
736 funds tracked by Wall St. Rank held Aptiv as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.