Clarfeld Financial Advisors’s Apple AAPL Stock Holding History

Clarfeld Financial 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
2018 Q4	$283K	Buy	+7,168	New	+$348K	0.23%	35

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarfeld Financial Advisors's AAPL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Apple (AAPL) in Q4 2018: 7,168 shares worth $283K. The stake represents 0.23% of the portfolio and ranks #35 among its holdings.

3,041 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

Clarfeld Financial Advisors held 7,168 shares of Apple worth $283K as of Q4 2018.
Apple was a new Clarfeld Financial Advisors position in Q4 2018.
Apple made up 0.23% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #35 holding.
3,041 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.