Beacon Wealthcare Inc’s Apple AAPL Stock Holding History

Beacon Wealthcare Inc’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
2020 Q4	$625K	Sell	4,708 -165	-3%	-$19.8K	0.36%	8
2020 Q3	$564K	Sell	4,873 -23	-0.5%	-$2.51K	0.35%	8
2020 Q2	$447K	Sell	4,896 -132	-3%	-$10.2K	0.28%	8
2020 Q1	$320K	Sell	5,028 -752	-13%	-$55.3K	0.23%	9
2019 Q4	$434K	Hold	5,780	–	–	0.3%	9
2019 Q3	$324K	Buy	5,780 +76	+1%	+$3.97K	0.23%	9
2019 Q2	$282K	Buy	5,704 +56	+1%	+$2.73K	0.21%	9
2019 Q1	$268K	Sell	5,648 -360	-6%	-$15.3K	0.22%	9
2018 Q4	$237K	Buy	6,008 +284	+5%	+$13.8K	0.16%	10
2018 Q3	$323K	Hold	5,724	–	–	0.29%	8
2018 Q2	$264K	Sell	5,724 -8,000	-58%	-$363K	0.26%	7
2018 Q1	$576K	Buy	13,724 +1,700	+14%	+$73.2K	0.59%	7
2017 Q4	$509K	Buy	+12,024	New	+$502K	0.53%	7

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Wealthcare Inc's AAPL Position: Q4 2020 in Review

Beacon Wealthcare Inc reduced its Apple (AAPL) stake by 3.4% in Q4 2020, selling an estimated $19.8K and leaving 4,708 shares worth $625K. The position accounts for 0.36% of the portfolio, ranked #8.

Beacon Wealthcare Inc first reported a position in AAPL in Q4 2017 and has held it in 13 quarters since. 3,847 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

Beacon Wealthcare Inc held 4,708 shares of Apple worth $625K as of Q4 2020.
Beacon Wealthcare Inc sold 165 Apple shares in Q4 2020, an estimated $19.8K.
Apple made up 0.36% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #8 holding.
Beacon Wealthcare Inc first reported a position in Apple in Q4 2017 and has held it in 13 quarters since.
3,847 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.