Comprehensive Wealth Management’s Apple AAPL Stock Holding History

Comprehensive Wealth Management’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 Q1	–	Sell	-1,079	Closed	-$208K	–	29
2023 Q4	$208K	Buy	+1,079	New	+$199K	0.19%	31
2022 Q2	–	Sell	-1,312	Closed	-$229K	–	31
2022 Q1	$229K	Sell	1,312 -68	-5%	-$11.4K	0.23%	29
2021 Q4	$245K	Sell	1,380 -337	-20%	-$53.3K	0.18%	19
2021 Q3	$243K	Buy	+1,717	New	+$253K	0.23%	18

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

Comprehensive Wealth Management's AAPL Position: Q1 2024 in Review

Comprehensive Wealth Management sold out of Apple (AAPL) in Q1 2024, closing a stake of 1,079 shares — an estimated $208K sold.

Comprehensive Wealth Management first reported a position in AAPL in Q3 2021 and held it in 4 quarters. The position peaked at $245K in Q4 2021. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Comprehensive Wealth Management reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
Comprehensive Wealth Management sold 1,079 Apple shares in Q1 2024, an estimated $208K.
Comprehensive Wealth Management first reported a position in Apple in Q3 2021 and held it in 4 quarters.
Comprehensive Wealth Management's Apple position peaked at $245K in Q4 2021.
5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Comprehensive Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.