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Financial Management Concepts’s Apple AAPL Stock Holding History

Financial Management Concepts’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
2021
Q4 		$251K Hold
1,411
– – 0.18% 27
2021
Q3 		$200K Hold
1,411
– – 0.16% 26
2021
Q2 		$204K Buy
+1,411
New +$183K 0.17% 27

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

Financial Management Concepts's AAPL Position: Q4 2021 in Review

Financial Management Concepts held its Apple (AAPL) position steady in Q4 2021 at 1,411 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #27.

Financial Management Concepts first reported a position in AAPL in Q2 2021 and has held it in 3 quarters since. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • Financial Management Concepts held 1,411 shares of Apple worth $251K as of Q4 2021.
  • Financial Management Concepts left its Apple share count unchanged in Q4 2021.
  • Apple made up 0.18% of Financial Management Concepts's portfolio in Q4 2021, its #27 holding.
  • Financial Management Concepts first reported a position in Apple in Q2 2021 and has held it in 3 quarters since.
  • 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.