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Curi Wealth Management’s Apple AAPL Stock Holding History

Curi 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
-37,665
Closed -$7.25M – 1
2023
Q4 		$7.25M Buy
37,665
+12,835
+52% +$2.37M 1% 33
2023
Q3 		$4.25M Sell
24,830
-20,203
-45% -$3.7M 0.65% 42
2023
Q2 		$8.74M Sell
45,033
-382
-0.8% -$66.6K 1.18% 30
2023
Q1 		$7.49M Sell
45,415
-1,716
-4% -$253K 1.08% 34
2022
Q4 		$6.12M Buy
47,131
+732
+2% +$105K 0.86% 38
2022
Q3 		$6.41M Buy
46,399
+7,261
+19% +$1.14M 1.06% 35
2022
Q2 		$5.35M Buy
39,138
+3,281
+9% +$497K 1.03% 35
2022
Q1 		$6.26M Buy
35,857
+24,187
+207% +$4.07M 1.08% 39
2021
Q4 		$2.07M Buy
11,670
+1,706
+17% +$270K 0.36% 44
2021
Q3 		$1.41M Sell
9,964
-419
-4% -$61.7K 0.65% 28
2021
Q2 		$1.42M Sell
10,383
-185
-2% -$24K 0.71% 25
2021
Q1 		$1.29M Buy
10,568
+781
+8% +$100K 0.82% 24
2020
Q4 		$1.3M Buy
+9,787
New +$1.18M 0.94% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Curi Wealth Management sold out of Apple (AAPL) in Q1 2024, closing a stake of 37,665 shares — an estimated $7.25M sold.

Curi Wealth Management first reported a position in AAPL in Q4 2020 and held it in 13 quarters. The position peaked at $8.74M in Q2 2023. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Curi Wealth Management reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 37,665 Apple shares in Q1 2024, an estimated $7.25M.
  • Curi Wealth Management first reported a position in Apple in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Apple position peaked at $8.74M in Q2 2023.
  • 5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.