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Estate Counselors’s Apple AAPL Stock Holding History

Estate Counselors’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 		– Sell
-501
Closed -$69K – 137
2022
Q3 		$69K Hold
501
– – 0.01% 129
2022
Q2 		$68K Hold
501
– – 0.01% 130
2022
Q1 		$87K Hold
501
– – 0.01% 129
2021
Q4 		$88K Hold
501
– – 0.01% 132
2021
Q3 		$70K Hold
501
– – 0.01% 153
2021
Q2 		$68K Hold
501
– – 0.01% 150
2021
Q1 		$61K Sell
501
-9,335
-95% -$1.2M 0.01% 149
2020
Q4 		$1.3M Sell
9,836
-1,556
-14% -$187K 0.2% 60
2020
Q3 		$1.32M Sell
11,392
-904
-7% -$98.6K 0.2% 57
2020
Q2 		$1.12M Buy
12,296
+5,776
+89% +$448K 0.18% 67
2020
Q1 		$414K Buy
+6,520
New +$479K 0.07% 93

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

Estate Counselors's AAPL Position: Q4 2022 in Review

Estate Counselors sold out of Apple (AAPL) in Q4 2022, closing a stake of 501 shares — an estimated $69K sold.

Estate Counselors first reported a position in AAPL in Q1 2020 and held it in 11 quarters. The position peaked at $1.32M in Q3 2020. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Estate Counselors reported no remaining Apple position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 501 Apple shares in Q4 2022, an estimated $69K.
  • Estate Counselors first reported a position in Apple in Q1 2020 and held it in 11 quarters.
  • Estate Counselors's Apple position peaked at $1.32M in Q3 2020.
  • 4,546 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.