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FinTrust Investment Advisory Services’s Apple AAPL Stock Holding History

FinTrust Investment Advisory Services’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
2018
Q1 		$3.59M Buy
85,652
+632
+0.7% +$27.2K 3.29% 7
2017
Q4 		$3.6M Buy
85,020
+1,924
+2% +$80.4K 3.17% 7
2017
Q3 		$3.2M Buy
+83,096
New +$3.22M 3.07% 7
2013
Q3 		$654K Sell
38,416
-1,120
-3% -$18.6K 1.35% 16
2013
Q2 		$560K Buy
+39,536
New +$608K 0.96% 28

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FinTrust Investment Advisory Services's AAPL Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Apple (AAPL) stake by 0.74% in Q1 2018, buying an estimated $27.2K and bringing the position to 85,652 shares worth $3.59M. The position accounts for 3.29% of the portfolio, ranked #7.

FinTrust Investment Advisory Services first reported a position in AAPL in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.6M in Q4 2017. 2,783 funds tracked by Wall St. Rank hold AAPL as of Q1 2018.

  • FinTrust Investment Advisory Services held 85,652 shares of Apple worth $3.59M as of Q1 2018.
  • FinTrust Investment Advisory Services bought 632 Apple shares in Q1 2018, an estimated $27.2K.
  • Apple made up 3.29% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #7 holding.
  • FinTrust Investment Advisory Services first reported a position in Apple in Q2 2013 and has held it in 5 quarters since.
  • FinTrust Investment Advisory Services's Apple position peaked at $3.6M in Q4 2017.
  • 2,783 funds tracked by Wall St. Rank held Apple as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.