Clear Rock Advisors’s Apple AAPL Stock Holding History

Clear Rock 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 Q2	$3.2M	Buy	15,189 +2,258	+17%	+$421K	1.37%	23
2024 Q1	$2.22M	Buy	12,931 +417	+3%	+$75.8K	0.96%	36
2023 Q4	$2.36M	Buy	+12,514	New	+$2.31M	1.07%	29

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Rock Advisors's AAPL Position: Q2 2024 in Review

Clear Rock Advisors increased its Apple (AAPL) stake by 17% in Q2 2024, buying an estimated $421K and bringing the position to 15,189 shares worth $3.2M. The position accounts for 1.37% of the portfolio, ranked #23.

Clear Rock Advisors first reported a position in AAPL in Q4 2023 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Clear Rock Advisors held 15,189 shares of Apple worth $3.2M as of Q2 2024.
Clear Rock Advisors bought 2,258 Apple shares in Q2 2024, an estimated $421K.
Apple made up 1.37% of Clear Rock Advisors's portfolio in Q2 2024, its #23 holding.
Clear Rock Advisors first reported a position in Apple in Q4 2023 and has held it in 3 quarters since.
5,117 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.