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Cardinal Point Wealth Management Partners’s Apple AAPL Stock Holding History

Cardinal Point Wealth Management Partners’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
2023
Q1 		$4.74M Buy
28,774
+1,014
+4% +$150K 1.44% 9
2022
Q4 		$3.61M Buy
27,760
+11,405
+70% +$1.63M 1.25% 12
2022
Q3 		$2.29M Sell
16,355
-100
-0.6% -$15.7K 1.09% 13
2022
Q2 		$2.25M Buy
16,455
+68
+0.4% +$10.3K 1.08% 14
2022
Q1 		$2.86M Buy
16,387
+1,225
+8% +$206K 1.28% 13
2021
Q4 		$2.69M Buy
+15,162
New +$2.4M 1.17% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cardinal Point Wealth Management Partners's AAPL Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Apple (AAPL) stake by 3.7% in Q1 2023, buying an estimated $150K and bringing the position to 28,774 shares worth $4.74M. The position accounts for 1.44% of the portfolio, ranked #9.

Cardinal Point Wealth Management Partners first reported a position in AAPL in Q4 2021 and has held it in 6 quarters since. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 28,774 shares of Apple worth $4.74M as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 1,014 Apple shares in Q1 2023, an estimated $150K.
  • Apple made up 1.44% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #9 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Apple in Q4 2021 and has held it in 6 quarters since.
  • 4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.