BlackDiamond Wealth Management’s Aptiv APTV Stock Holding History

BlackDiamond 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 Q3	–	Sell	-6,635	Closed	-$457K	–	161
2024 Q2	$457K	Buy	6,635 +1,044	+19%	+$80.3K	0.3%	79
2024 Q1	$445K	Sell	5,591 -62	-1%	-$5K	0.32%	79
2023 Q4	$465K	Buy	5,653 +497	+10%	+$42.8K	0.34%	69
2023 Q3	$445K	Sell	5,156 -108	-2%	-$11.2K	0.4%	58
2023 Q2	$579K	Buy	5,264 +361	+7%	+$35.7K	0.49%	52
2023 Q1	$502K	Buy	4,903 +187	+4%	+$20.6K	0.51%	47
2022 Q4	$470K	Buy	4,716 +414	+10%	+$39.4K	0.53%	51
2022 Q3	$388K	Buy	4,302 +227	+6%	+$21.8K	0.47%	55
2022 Q2	$401K	Buy	4,075 +244	+6%	+$24.9K	0.5%	61
2022 Q1	$459K	Buy	3,831 +439	+13%	+$58.4K	0.55%	59
2021 Q4	$560K	Buy	+3,392	New	+$566K	0.64%	46

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

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

Fidelity Investments

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

Barrow, Hanley, Mewhinney & Strauss

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

Geode Capital Management

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

Impax Asset Management Group

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return