FFA
AAPL icon

Freedman Financial Associates’s Apple AAPL Stock Holding History

Freedman Financial Associates’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
-14,512
Closed -$2.59M – 3
2022
Q1 		$2.59M Buy
14,512
+120
+0.8% +$20.2K 1.79% 10
2021
Q4 		$2.56M Hold
14,392
– – 1.75% 10
2021
Q3 		$2.04M Buy
14,392
+434
+3% +$63.9K 1.49% 10
2021
Q2 		$1.91M Buy
13,958
+2,840
+26% +$368K 1.44% 10
2021
Q1 		$1.36M Buy
11,118
+280
+3% +$35.9K 1.12% 14
2020
Q4 		$1.44M Buy
+10,838
New +$1.3M 1.29% 11

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

Freedman Financial Associates's AAPL Position: Q2 2022 in Review

Freedman Financial Associates sold out of Apple (AAPL) in Q2 2022, closing a stake of 14,512 shares — an estimated $2.59M sold.

Freedman Financial Associates first reported a position in AAPL in Q4 2020 and held it in 6 quarters. The position peaked at $2.59M in Q1 2022. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Freedman Financial Associates reported no remaining Apple position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 14,512 Apple shares in Q2 2022, an estimated $2.59M.
  • Freedman Financial Associates first reported a position in Apple in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Apple position peaked at $2.59M in Q1 2022.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.