Castle Financial & Retirement Planning Associates’s Apple AAPL Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$116K	Buy	+663	New	+$105K	0.39%	27

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Castle Financial & Retirement Planning Associates's AAPL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Apple (AAPL) in Q4 2021: 663 shares worth $116K. The stake represents 0.39% of the portfolio and ranks #27 among its holdings.

4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 663 shares of Apple worth $116K as of Q4 2021.
Apple was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Apple made up 0.39% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #27 holding.
4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.