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Fiat Wealth Management’s Apple AAPL Stock Holding History

Fiat 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
Q4 		$502K Buy
+2,605
New +$481K 6.35% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiat Wealth Management's AAPL Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Apple (AAPL) in Q4 2023: 2,605 shares worth $502K. The stake represents 6.35% of the portfolio and ranks #6 among its holdings.

4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Fiat Wealth Management held 2,605 shares of Apple worth $502K as of Q4 2023.
  • Apple was a new Fiat Wealth Management position in Q4 2023.
  • Apple made up 6.35% of Fiat Wealth Management's portfolio in Q4 2023, its #6 holding.
  • 4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.