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Danda Trouve Investment Management’s Apple AAPL Stock Holding History

Danda Trouve Investment 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
2022
Q3 		$614K Sell
4,443
-112
-2% -$17.6K 1.14% 19
2022
Q2 		$623K Sell
4,555
-98
-2% -$14.8K 0.96% 21
2022
Q1 		$812K Sell
4,653
-110
-2% -$18.5K 1.02% 24
2021
Q4 		$846K Sell
4,763
-161
-3% -$25.4K 0.96% 25
2021
Q3 		$697K Buy
4,924
+55
+1% +$8.1K 0.84% 30
2021
Q2 		$667K Buy
4,869
+274
+6% +$35.5K 0.79% 35
2021
Q1 		$561K Sell
4,595
-15,377
-77% -$1.97M 0.69% 36
2020
Q4 		$2.65M Sell
19,972
-292
-1% -$35.1K 3.23% 12
2020
Q3 		$2.35M Sell
20,264
-1,924
-9% -$210K 3.2% 14
2020
Q2 		$2.02M Sell
22,188
-144
-0.6% -$11.2K 3.06% 13
2020
Q1 		$1.42M Sell
22,332
-344
-2% -$25.3K 2.95% 12
2019
Q4 		$1.67M Buy
+22,676
New +$1.46M 2.4% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Danda Trouve Investment Management's AAPL Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its Apple (AAPL) stake by 2.5% in Q3 2022, selling an estimated $17.6K and leaving 4,443 shares worth $614K. The position accounts for 1.14% of the portfolio, ranked #19.

Danda Trouve Investment Management first reported a position in AAPL in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.65M in Q4 2020. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Danda Trouve Investment Management held 4,443 shares of Apple worth $614K as of Q3 2022.
  • Danda Trouve Investment Management sold 112 Apple shares in Q3 2022, an estimated $17.6K.
  • Apple made up 1.14% of Danda Trouve Investment Management's portfolio in Q3 2022, its #19 holding.
  • Danda Trouve Investment Management first reported a position in Apple in Q4 2019 and has held it in 12 quarters since.
  • Danda Trouve Investment Management's Apple position peaked at $2.65M in Q4 2020.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.