Clear Perspective Advisors’s Apple AAPL Stock Holding History

Clear Perspective 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
2021 Q4	$12.9M	Buy	72,742 +4,101	+6%	+$648K	3.92%	6
2021 Q3	$9.71M	Buy	68,641 +6,452	+10%	+$950K	3.32%	7
2021 Q2	$8.52M	Sell	62,189 -6,518	-9%	-$845K	2.96%	8
2021 Q1	$8.39M	Sell	68,707 -2,901	-4%	-$372K	3.28%	7
2020 Q4	$9.5M	Sell	71,608 -2,783	-4%	-$335K	3.88%	6
2020 Q3	$237	Sell	74,391 -693	-0.9%	-$75.6K	0.11%	124
2020 Q2	$6.85M	Sell	75,084 -2,484	-3%	-$192K	3.74%	6
2020 Q1	$4.93M	Sell	77,568 -5,888	-7%	-$433K	3.29%	7
2019 Q4	$6.13M	Sell	83,456 -2,044	-2%	-$131K	3.79%	4
2019 Q3	$4.79M	Sell	85,500 -2,916	-3%	-$152K	2.17%	10
2019 Q2	$4.38M	Sell	88,416 -5,792	-6%	-$282K	2.81%	4
2019 Q1	$4.67M	Buy	94,208 +17,996	+24%	+$763K	3.32%	4
2018 Q4	$3M	Buy	76,212 +3,708	+5%	+$180K	2.5%	6
2018 Q3	$402K	Buy	72,504 +2,572	+4%	+$134K	0.3%	98
2018 Q2	$3.24M	Sell	69,932 -1,644	-2%	-$74.6K	2.26%	6
2018 Q1	$3M	Buy	71,576 +5,340	+8%	+$230K	2.24%	6
2017 Q4	$2.8M	Sell	66,236 -1,032	-2%	-$43.1K	2.14%	6
2017 Q3	$2.59M	Buy	67,268 +3,308	+5%	+$128K	2.12%	5
2017 Q2	$2.3M	Buy	63,960 +8,204	+15%	+$303K	1.94%	6
2017 Q1	$2M	Sell	55,756 -28,400	-34%	-$935K	1.32%	11
2016 Q4	$2.44M	Buy	+84,156	New	+$2.39M	1.62%	10

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

Clear Perspective Advisors's AAPL Position: Q4 2021 in Review

Clear Perspective Advisors increased its Apple (AAPL) stake by 6% in Q4 2021, buying an estimated $648K and bringing the position to 72,742 shares worth $12.9M. The position accounts for 3.92% of the portfolio, ranked #6.

Clear Perspective Advisors first reported a position in AAPL in Q4 2016 and has held it in 21 quarters since. 4,390 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

Clear Perspective Advisors held 72,742 shares of Apple worth $12.9M as of Q4 2021.
Clear Perspective Advisors bought 4,101 Apple shares in Q4 2021, an estimated $648K.
Apple made up 3.92% of Clear Perspective Advisors's portfolio in Q4 2021, its #6 holding.
Clear Perspective Advisors first reported a position in Apple in Q4 2016 and has held it in 21 quarters since.
4,390 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.