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	-34,000	Closed	-$571K	–	17
2022 Q3	$571K	Sell	34,000 -8,100	-19%	-$1.27M	0.13%	64
2022 Q2	$627K	Buy	42,100 +500	+1%	+$75.7K	0.13%	65
2022 Q1	$292K	Hold	41,600	–	–	0.05%	82
2021 Q4	$6.76M	Buy	41,600 +2,200	+6%	+$348K	0.09%	12
2021 Q3	$334K	Buy	39,400 +2,000	+5%	+$294K	0.07%	91
2021 Q2	$234K	Buy	37,400 +1,400	+4%	+$181K	0.05%	112
2021 Q1	$377K	Buy	36,000 +3,000	+9%	+$385K	0.1%	86
2020 Q4	$380K	Sell	33,000 -35,600	-52%	-$4.28M	0.1%	83
2020 Q3	$648K	Buy	68,600 +25,000	+57%	+$2.73M	0.22%	52
2020 Q2	$352K	Sell	43,600 -4,000	-8%	-$310K	0.16%	68
2020 Q1	$649K	Sell	47,600 -12,400	-21%	-$912K	0.45%	43
2019 Q4	$116K	Buy	60,000 +12,000	+25%	+$772K	0.07%	101
2019 Q3	$197K	Buy	48,000 +2,400	+5%	+$125K	0.14%	97
2019 Q2	$89K	Sell	45,600 -35,600	-44%	-$1.73M	0.07%	103
2019 Q1	$34K	Buy	+81,200	New	+$3.44M	0.03%	98

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.