BBJS Financial Advisors’s Apple AAPL Stock Holding History

BBJS Financial Advisors’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
2023 Q1	–	Sell	-28	Closed	-$3.64K	–	129
2022 Q4	$3.64K	Buy	+28	New	+$4K	﹤0.01%	109

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BBJS Financial Advisors's AAPL Position: Q1 2023 in Review

BBJS Financial Advisors sold out of Apple (AAPL) in Q1 2023, closing a stake of 28 shares — an estimated $3.64K sold.

BBJS Financial Advisors first reported a position in AAPL in Q4 2022 and held it in 1 quarter. The position peaked at $3.64K in Q4 2022. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

BBJS Financial Advisors reported no remaining Apple position as of Q1 2023 after selling out during the quarter.
BBJS Financial Advisors sold 28 Apple shares in Q1 2023, an estimated $3.64K.
BBJS Financial Advisors first reported a position in Apple in Q4 2022 and held it in 1 quarter.
BBJS Financial Advisors's Apple position peaked at $3.64K in Q4 2022.
4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on BBJS Financial Advisors's 13F filing for Q1 2023, filed 16 May 2023.