BSW Wealth Partners’s Aptiv APTV Stock Holding History

BSW Wealth Partners’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
2023 Q2	–	Sell	-4,198	Closed	-$471K	–	282
2023 Q1	$471K	Buy	4,198 +111	+3%	+$12.3K	0.1%	145
2022 Q4	$381K	Buy	4,087 +221	+6%	+$21K	0.08%	175
2022 Q3	$302K	Sell	3,866 -173	-4%	-$16.6K	0.07%	181
2022 Q2	$360K	Sell	4,039 -430	-10%	-$43.9K	0.09%	161
2022 Q1	$535K	Buy	4,469 +446	+11%	+$59.3K	0.14%	116
2021 Q4	$664K	Sell	4,023 -23	-0.6%	-$3.84K	0.17%	92
2021 Q3	$603K	Buy	4,046 +647	+19%	+$101K	0.17%	84
2021 Q2	$535K	Buy	3,399 +1,068	+46%	+$157K	0.15%	97
2021 Q1	$321K	Buy	2,331 +669	+40%	+$97.3K	0.09%	131
2020 Q4	$217K	Buy	+1,662	New	+$185K	0.07%	169

Other funds holding APTV

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BSW Wealth Partners's APTV Position: Q2 2023 in Review

BSW Wealth Partners sold out of Aptiv (APTV) in Q2 2023, closing a stake of 4,198 shares — an estimated $471K sold.

BSW Wealth Partners first reported a position in APTV in Q4 2020 and held it in 10 quarters. The position peaked at $664K in Q4 2021. 734 funds tracked by Wall St. Rank hold APTV as of Q2 2023.

BSW Wealth Partners reported no remaining Aptiv position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 4,198 Aptiv shares in Q2 2023, an estimated $471K.
BSW Wealth Partners first reported a position in Aptiv in Q4 2020 and held it in 10 quarters.
BSW Wealth Partners's Aptiv position peaked at $664K in Q4 2021.
734 funds tracked by Wall St. Rank held Aptiv as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.