Blooom Inc’s Apple AAPL Stock Holding History

Blooom 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
2022 Q3	–	Sell	-5,330	Closed	-$744K	–	39
2022 Q2	$744K	Buy	5,330 +3,186	+149%	+$482K	1.28%	17
2022 Q1	$352K	Buy	+2,144	New	+$361K	0.28%	32

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blooom Inc's AAPL Position: Q3 2022 in Review

Blooom Inc sold out of Apple (AAPL) in Q3 2022, closing a stake of 5,330 shares — an estimated $744K sold.

Blooom Inc first reported a position in AAPL in Q1 2022 and held it in 2 quarters. The position peaked at $744K in Q2 2022. 4,338 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

Blooom Inc reported no remaining Apple position as of Q3 2022 after selling out during the quarter.
Blooom Inc sold 5,330 Apple shares in Q3 2022, an estimated $744K.
Blooom Inc first reported a position in Apple in Q1 2022 and held it in 2 quarters.
Blooom Inc's Apple position peaked at $744K in Q2 2022.
4,338 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.