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Cypress Wealth Advisors’s Apple AAPL Stock Holding History

Cypress Wealth 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
2019
Q1 		$1.42M Sell
29,800
-2,988
-9% -$127K 1.62% 22
2018
Q4 		$1.29M Sell
32,788
-652
-2% -$31.6K 1.78% 18
2018
Q3 		$1.89M Sell
33,440
-36
-0.1% -$1.88K 1.98% 16
2018
Q2 		$1.55M Sell
33,476
-2,920
-8% -$132K 1.68% 21
2018
Q1 		$1.53M Sell
36,396
-28
-0.1% -$1.21K 1.66% 23
2017
Q4 		$1.54M Sell
36,424
-4,632
-11% -$194K 1.48% 23
2017
Q3 		$1.58M Sell
41,056
-6,000
-13% -$233K 2.56% 10
2017
Q2 		$1.69M Sell
47,056
-83,008
-64% -$3.07M 1.98% 13
2017
Q1 		$4.67M Buy
130,064
+956
+0.7% +$31.5K 2.13% 8
2016
Q4 		$3.74M Sell
129,108
-2,736
-2% -$77.6K 1.71% 12
2016
Q3 		$3.73M Buy
131,844
+9,100
+7% +$241K 1.68% 10
2016
Q2 		$2.93M Sell
122,744
-5,884
-5% -$146K 1.45% 12
2016
Q1 		$3.5M Buy
128,628
+1,360
+1% +$33.9K 1.6% 11
2015
Q4 		$3.35M Sell
127,268
-3,692
-3% -$106K 1.7% 11
2015
Q3 		$3.61M Buy
130,960
+3,360
+3% +$98.5K 1.95% 9
2015
Q2 		$4M Buy
+127,600
New +$4.08M 2.34% 8

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Advisors's AAPL Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Apple (AAPL) stake by 9.1% in Q1 2019, selling an estimated $127K and leaving 29,800 shares worth $1.42M. The position accounts for 1.62% of the portfolio, ranked #22.

Cypress Wealth Advisors first reported a position in AAPL in Q2 2015 and has held it in 16 quarters since. The position peaked at $4.67M in Q1 2017. 3,023 funds tracked by Wall St. Rank hold AAPL as of Q1 2019.

  • Cypress Wealth Advisors held 29,800 shares of Apple worth $1.42M as of Q1 2019.
  • Cypress Wealth Advisors sold 2,988 Apple shares in Q1 2019, an estimated $127K.
  • Apple made up 1.62% of Cypress Wealth Advisors's portfolio in Q1 2019, its #22 holding.
  • Cypress Wealth Advisors first reported a position in Apple in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Apple position peaked at $4.67M in Q1 2017.
  • 3,023 funds tracked by Wall St. Rank held Apple as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.