Foresight Wealth Management’s Apple AAPL Stock Holding History

Foresight 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
2022 Q4	–	Sell	-10,000	Closed	-$10K	–	16
2022 Q3	$10K	Sell	10,000 -6,800	-40%	-$1.07M	﹤0.01%	115
2022 Q2	$41K	Buy	16,800 +2,600	+18%	+$394K	0.01%	121
2022 Q1	$169K	Buy	14,200 +3,000	+27%	+$504K	0.03%	103
2021 Q4	$1.82M	Sell	11,200 -2,500	-18%	-$395K	0.02%	30
2021 Q3	$129K	Hold	13,700	–	–	0.03%	109
2021 Q2	$128K	Buy	13,700 +1,700	+14%	+$220K	0.03%	124
2021 Q1	$93K	Sell	12,000 -4,300	-26%	-$552K	0.02%	109
2020 Q4	$339K	Sell	16,300 -6,100	-27%	-$734K	0.09%	91
2020 Q3	$714K	Sell	22,400 -6,000	-21%	-$655K	0.24%	49
2020 Q2	$497K	Buy	28,400 +3,200	+13%	+$248K	0.23%	57
2020 Q1	$178K	Hold	25,200	–	–	0.12%	86
2019 Q4	$508K	Buy	25,200 +1,200	+5%	+$77.2K	0.31%	53
2019 Q3	$222K	Buy	24,000 +3,200	+15%	+$167K	0.16%	90
2019 Q2	$114K	Hold	20,800	–	–	0.09%	102
2019 Q1	$100K	Buy	+20,800	New	+$882K	0.09%	94

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Foresight Wealth Management's AAPL Position: Q4 2022 in Review

Foresight Wealth Management reduced its Apple (AAPL) stake by 93% in Q4 2022, selling an estimated $12M and leaving 6,390 shares worth $830K. The position accounts for 11.9% of the portfolio, ranked #3.

Foresight Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 17 quarters since. The position peaked at $16.3M in Q4 2021. 4,549 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

Foresight Wealth Management held 6,390 shares of Apple worth $830K as of Q4 2022.
Foresight Wealth Management sold 84,149 Apple shares in Q4 2022, an estimated $12M.
Apple made up 11.9% of Foresight Wealth Management's portfolio in Q4 2022, its #3 holding.
Foresight Wealth Management first reported a position in Apple in Q4 2018 and has held it in 17 quarters since.
Foresight Wealth Management's Apple position peaked at $16.3M in Q4 2021.
4,549 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.