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Clear Perspectives Financial Planning’s Apple AAPL Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$138K Hold
837
– – 0.08% 46
2022
Q4 		$109K Hold
837
– – 0.06% 55
2022
Q3 		$116K Sell
837
-318
-28% -$49.9K 0.06% 56
2022
Q2 		$158K Buy
1,155
+172
+17% +$26K 0.06% 57
2022
Q1 		$172K Buy
983
+211
+27% +$35.5K 0.07% 54
2021
Q4 		$137K Buy
772
+568
+278% +$89.8K 0.06% 67
2021
Q3 		$29K Hold
204
– – 0.01% 120
2021
Q2 		$28K Hold
204
– – 0.01% 123
2021
Q1 		$25K Hold
204
– – 0.01% 118
2020
Q4 		$27K Buy
+204
New +$24.5K 0.02% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's AAPL Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Apple (AAPL) position steady in Q1 2023 at 837 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #46.

Clear Perspectives Financial Planning first reported a position in AAPL in Q4 2020 and has held it in 10 quarters since. The position peaked at $172K in Q1 2022. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

  • Clear Perspectives Financial Planning held 837 shares of Apple worth $138K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Apple share count unchanged in Q1 2023.
  • Apple made up 0.08% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #46 holding.
  • Clear Perspectives Financial Planning first reported a position in Apple in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Apple position peaked at $172K in Q1 2022.
  • 4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.