Beacon Pointe Wealth Advisors’s Apple AAPL Stock Holding History

Beacon Pointe 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
2019 Q4	$15.9M	Buy	216,356 +40,084	+23%	+$2.58M	2.93%	7
2019 Q3	$9.87M	Sell	176,272 -71,832	-29%	-$3.76M	2.08%	11
2019 Q2	$12.3M	Buy	248,104 +1,524	+0.6%	+$74.3K	2.6%	8
2019 Q1	$11.7M	Buy	246,580 +48,588	+25%	+$2.06M	2.67%	7
2018 Q4	$7.82M	Buy	+197,992	New	+$9.6M	2.82%	6

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AAPL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Apple (AAPL) stake by 23% in Q4 2019, buying an estimated $2.58M and bringing the position to 216,356 shares worth $15.9M. The position accounts for 2.93% of the portfolio, ranked #7.

Beacon Pointe Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 5 quarters since. 3,361 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

Beacon Pointe Wealth Advisors held 216,356 shares of Apple worth $15.9M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 40,084 Apple shares in Q4 2019, an estimated $2.58M.
Apple made up 2.93% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #7 holding.
Beacon Pointe Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 5 quarters since.
3,361 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.