Column Capital Advisors’s Apple AAPL Stock Holding History

Column Capital 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
2023 Q3	$5.05M	Sell	112,113 -673	-0.6%	-$123K	0.74%	24
2023 Q2	$5.84M	Sell	112,786 -4,995	-4%	-$870K	0.82%	22
2023 Q1	$5.8M	Buy	117,781 +1,346	+1%	+$199K	0.87%	22
2022 Q4	$4.41M	Buy	116,435 +83,729	+256%	+$12M	0.73%	22
2022 Q3	$4.52M	Buy	32,706 +262	+0.8%	+$41.1K	0.93%	20
2022 Q2	$4.44M	Buy	32,444 +102	+0.3%	+$15.4K	0.85%	21
2022 Q1	$5.65M	Buy	32,342 +2,888	+10%	+$486K	1.04%	17
2021 Q4	$5.23M	Sell	29,454 -1,369	-4%	-$216K	1.01%	17
2021 Q3	$4.36M	Buy	30,823 +691	+2%	+$102K	0.92%	19
2021 Q2	$4.13M	Sell	30,132 -1,279	-4%	-$166K	0.87%	21
2021 Q1	$3.84M	Sell	31,411 -66	-0.2%	-$8.47K	0.86%	21
2020 Q4	$4.18M	Sell	31,477 -1,137	-3%	-$137K	1.05%	18
2020 Q3	$3.78M	Buy	32,614 +646	+2%	+$70.5K	1.15%	16
2020 Q2	$2.92M	Buy	31,968 +4,652	+17%	+$360K	0.98%	15
2020 Q1	$1.74M	Sell	27,316 -256	-0.9%	-$18.8K	0.71%	20
2019 Q4	$2.02M	Buy	+27,572	New	+$1.77M	1.03%	13

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

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

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

Norges Bank Oslo, Norway $935B AUM

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