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Equius Partners’s Apple AAPL Stock Holding History

Equius Partners’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
Q4 		$254K Sell
1,954
-211
-10% -$30.2K 0.08% 18
2022
Q3 		$299K Buy
2,165
+211
+11% +$33.1K 0.11% 11
2022
Q2 		$267K Hold
1,954
– – 0.09% 13
2022
Q1 		$341K Sell
1,954
-2
-0.1% -$336 0.15% 9
2021
Q4 		$347K Buy
+1,956
New +$309K 0.15% 9

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Equius Partners's AAPL Position: Q4 2022 in Review

Equius Partners reduced its Apple (AAPL) stake by 9.7% in Q4 2022, selling an estimated $30.2K and leaving 1,954 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #18.

Equius Partners first reported a position in AAPL in Q4 2021 and has held it in 5 quarters since. The position peaked at $347K in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Equius Partners held 1,954 shares of Apple worth $254K as of Q4 2022.
  • Equius Partners sold 211 Apple shares in Q4 2022, an estimated $30.2K.
  • Apple made up 0.08% of Equius Partners's portfolio in Q4 2022, its #18 holding.
  • Equius Partners first reported a position in Apple in Q4 2021 and has held it in 5 quarters since.
  • Equius Partners's Apple position peaked at $347K in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.