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
2023 Q3	–	Hold	0	–	-$2.5M	–	153
2023 Q2	–	Sell	-12,800	Closed	-$2.23M	–	49
2023 Q1	$2.11M	Hold	12,800	–	–	0.3%	49
2022 Q4	$1.66M	Buy	+12,800	New	+$1.83M	0.23%	58
2022 Q3	–	Hold	0	–	–	–	50
2022 Q2	–	Hold	0	–	–	–	44

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

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.