CA
AAPL icon

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
2024
Q1 		$10.7K Buy
+1,500
New +$273K ﹤0.01% 2412
2023
Q4 		– Sell
-3,400
Closed -$30.9K – 1789
2023
Q3 		$30.9K Buy
+3,400
New +$624K ﹤0.01% 1669
2022
Q3 		– Sell
-200
Closed -$6K – 1328
2022
Q2 		$6K Hold
200
– – ﹤0.01% 1358
2022
Q1 		$1K Buy
+200
New +$33.6K ﹤0.01% 1406

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
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.