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CA Family Wealth’s Apple AAPL Stock Holding History

CA Family Wealth’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
Q1 		$795K Sell
12,500
-10,368
-45% -$762K 0.84% 8
2019
Q4 		$1.68M Buy
+22,868
New +$1.47M 1.13% 6

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CA Family Wealth's AAPL Position: Q1 2020 in Review

CA Family Wealth reduced its Apple (AAPL) stake by 45% in Q1 2020, selling an estimated $762K and leaving 12,500 shares worth $795K. The position accounts for 0.84% of the portfolio, ranked #8.

CA Family Wealth first reported a position in AAPL in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.68M in Q4 2019. 3,348 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

  • CA Family Wealth held 12,500 shares of Apple worth $795K as of Q1 2020.
  • CA Family Wealth sold 10,368 Apple shares in Q1 2020, an estimated $762K.
  • Apple made up 0.84% of CA Family Wealth's portfolio in Q1 2020, its #8 holding.
  • CA Family Wealth first reported a position in Apple in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Apple position peaked at $1.68M in Q4 2019.
  • 3,348 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.