Bromfield Sneider Wealth Advisors’s Apple AAPL Stock Holding History

Bromfield Sneider 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
2022 Q2	–	Sell	-920	Closed	-$161K	–	92
2022 Q1	$161K	Buy	+920	New	+$155K	0.17%	33

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

Bromfield Sneider Wealth Advisors's AAPL Position: Q2 2022 in Review

Bromfield Sneider Wealth Advisors sold out of Apple (AAPL) in Q2 2022, closing a stake of 920 shares — an estimated $161K sold.

Bromfield Sneider Wealth Advisors first reported a position in AAPL in Q1 2022 and held it in 1 quarter. The position peaked at $161K in Q1 2022. 4,329 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

Bromfield Sneider Wealth Advisors reported no remaining Apple position as of Q2 2022 after selling out during the quarter.
Bromfield Sneider Wealth Advisors sold 920 Apple shares in Q2 2022, an estimated $161K.
Bromfield Sneider Wealth Advisors first reported a position in Apple in Q1 2022 and held it in 1 quarter.
Bromfield Sneider Wealth Advisors's Apple position peaked at $161K in Q1 2022.
4,329 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.