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Cardinal Point Wealth Management’s Apple AAPL Stock Holding History

Cardinal Point Wealth Management’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
2021
Q3 		$2.51M Buy
17,753
+2,433
+16% +$358K 1.18% 13
2021
Q2 		$2.1M Buy
15,320
+668
+5% +$86.6K 0.95% 15
2021
Q1 		$1.79M Sell
14,652
-3,388
-19% -$435K 0.9% 14
2020
Q4 		$2.39M Buy
+18,040
New +$2.17M 1.22% 12

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cardinal Point Wealth Management's AAPL Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its Apple (AAPL) stake by 16% in Q3 2021, buying an estimated $358K and bringing the position to 17,753 shares worth $2.51M. The position accounts for 1.18% of the portfolio, ranked #13.

Cardinal Point Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 4 quarters since. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q3 2021.

  • Cardinal Point Wealth Management held 17,753 shares of Apple worth $2.51M as of Q3 2021.
  • Cardinal Point Wealth Management bought 2,433 Apple shares in Q3 2021, an estimated $358K.
  • Apple made up 1.18% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #13 holding.
  • Cardinal Point Wealth Management first reported a position in Apple in Q4 2020 and has held it in 4 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Apple as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.