Cetera Advisors’s Apple AAPL Stock Holding History

Cetera Advisors’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
2016 Q4	–	Sell	-4,000	Closed	-$6K	–	724
2016 Q3	$6K	Hold	4,000	–	–	﹤0.01%	765
2016 Q2	$2K	Sell	4,000 -400	-9%	-$9.94K	﹤0.01%	776
2016 Q1	$7K	Buy	+4,400	New	+$110K	﹤0.01%	715
2014 Q4	–	Sell	-47,600	Closed	-$352M	–	658
2014 Q3	$352M	Hold	47,600	–	–	26.83%	1
2014 Q2	$266K	Buy	+47,600	New	+$1.01M	0.03%	465

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's AAPL Position: Q1 2024 in Review

Cetera Advisors increased its Apple (AAPL) stake by 92% in Q1 2024, buying an estimated $201M and bringing the position to 2,310,898 shares worth $396M. The position accounts for 3.12% of the portfolio, ranked #1.

Cetera Advisors first reported a position in AAPL in Q2 2013 and has held it in 44 quarters since. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Cetera Advisors held 2,310,898 shares of Apple worth $396M as of Q1 2024.
Cetera Advisors bought 1,105,535 Apple shares in Q1 2024, an estimated $201M.
Apple made up 3.12% of Cetera Advisors's portfolio in Q1 2024, its #1 holding.
Cetera Advisors first reported a position in Apple in Q2 2013 and has held it in 44 quarters since.
5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.