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BDO Wealth Advisors’s Apple AAPL Stock Holding History

BDO Wealth 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
Q2 		$27.1M Buy
139,458
+3,010
+2% +$524K 3.1% 7
2023
Q1 		$22.5M Sell
136,448
-18,308
-12% -$2.7M 2.76% 9
2022
Q4 		$20.1M Buy
154,756
+3,343
+2% +$478K 2.5% 9
2022
Q3 		$20.9M Sell
151,413
-104
-0.1% -$16.3K 2.78% 8
2022
Q2 		$20.7M Buy
151,517
+4,594
+3% +$696K 2.55% 11
2022
Q1 		$25.7M Sell
146,923
-1,945
-1% -$327K 2.74% 11
2021
Q4 		$26.4M Buy
148,868
+153
+0.1% +$24.2K 2.8% 11
2021
Q3 		$21M Buy
148,715
+5,789
+4% +$852K 2.32% 12
2021
Q2 		$19.6M Sell
142,926
-7,505
-5% -$972K 2.17% 12
2021
Q1 		$18.4M Buy
150,431
+44,622
+42% +$5.73M 2.17% 12
2020
Q4 		$14M Buy
105,809
+5,784
+6% +$696K 1.97% 13
2020
Q3 		$11.6M Sell
100,025
-5,631
-5% -$614K 1.89% 13
2020
Q2 		$9.64M Sell
105,656
-7,256
-6% -$562K 1.69% 14
2020
Q1 		$7.18M Buy
112,912
+26,372
+30% +$1.94M 1.45% 16
2019
Q4 		$6.35M Sell
86,540
-5,360
-6% -$345K 1.64% 12
2019
Q3 		$5.15M Sell
91,900
-140
-0.2% -$7.32K 1.32% 16
2019
Q2 		$4.55M Sell
92,040
-1,236
-1% -$60.2K 1.24% 18
2019
Q1 		$4.43M Buy
93,276
+3,660
+4% +$155K 1.29% 18
2018
Q4 		$3.53M Buy
89,616
+1,708
+2% +$82.8K 1.22% 19
2018
Q3 		$4.96M Sell
87,908
-612
-0.7% -$31.9K 1.6% 15
2018
Q2 		$4.1M Buy
88,520
+16,860
+24% +$765K 1.4% 17
2018
Q1 		$3.01M Buy
71,660
+4,804
+7% +$207K 1.13% 18
2017
Q4 		$2.83M Sell
66,856
-2,012
-3% -$84.1K 1.27% 12
2017
Q3 		$2.65M Sell
68,868
-3,400
-5% -$132K 1.32% 12
2017
Q2 		$2.6M Buy
+72,268
New +$2.67M 1.14% 16

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's AAPL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Apple (AAPL) stake by 2.2% in Q2 2023, buying an estimated $524K and bringing the position to 139,458 shares worth $27.1M. The position accounts for 3.1% of the portfolio, ranked #7.

BDO Wealth Advisors first reported a position in AAPL in Q2 2017 and has held it in 25 quarters since. 4,585 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

  • BDO Wealth Advisors held 139,458 shares of Apple worth $27.1M as of Q2 2023.
  • BDO Wealth Advisors bought 3,010 Apple shares in Q2 2023, an estimated $524K.
  • Apple made up 3.1% of BDO Wealth Advisors's portfolio in Q2 2023, its #7 holding.
  • BDO Wealth Advisors first reported a position in Apple in Q2 2017 and has held it in 25 quarters since.
  • 4,585 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.