Chessman Wealth Strategies RIA’s Apple AAPL Stock Holding History

Chessman Wealth Strategies RIA’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
2019 Q2	–	Sell	-4,968	Closed	-$236K	–	14
2019 Q1	$236K	Buy	+4,968	New	+$211K	0.2%	17
2018 Q4	–	Sell	-4,884	Closed	-$276K	–	26
2018 Q3	$276K	Sell	4,884 -312	-6%	-$16.2K	0.24%	24
2018 Q2	$240K	Buy	5,196 +312	+6%	+$14.1K	0.21%	23
2018 Q1	$205K	Buy	+4,884	New	+$210K	0.26%	25

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chessman Wealth Strategies RIA's AAPL Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of Apple (AAPL) in Q2 2019, closing a stake of 4,968 shares — an estimated $236K sold.

Chessman Wealth Strategies RIA first reported a position in AAPL in Q1 2018 and held it in 4 quarters. The position peaked at $276K in Q3 2018. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

Chessman Wealth Strategies RIA reported no remaining Apple position as of Q2 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 4,968 Apple shares in Q2 2019, an estimated $236K.
Chessman Wealth Strategies RIA first reported a position in Apple in Q1 2018 and held it in 4 quarters.
Chessman Wealth Strategies RIA's Apple position peaked at $276K in Q3 2018.
3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.