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Financial Planners of Cleveland’s Apple AAPL Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-11,369
Closed -$1.99M – 1
2022
Q1 		$1.99M Sell
11,369
-36,727
-76% -$6.18M 0.83% 17
2021
Q4 		$8.28M Buy
+48,096
New +$7.6M 3.37% 7

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

Financial Planners of Cleveland's AAPL Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Apple (AAPL) in Q2 2022, closing a stake of 11,369 shares — an estimated $1.99M sold.

Financial Planners of Cleveland first reported a position in AAPL in Q4 2021 and held it in 2 quarters. The position peaked at $8.28M in Q4 2021. 4,327 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Apple position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 11,369 Apple shares in Q2 2022, an estimated $1.99M.
  • Financial Planners of Cleveland first reported a position in Apple in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Apple position peaked at $8.28M in Q4 2021.
  • 4,327 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.