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Freedom Wealth Alliance’s Apple AAPL Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$2.59M Sell
15,154
-1,120
-7% -$205K 4.27% 7
2023
Q2 		$3.1M Buy
16,274
+183
+1% +$31.9K 4.33% 7
2023
Q1 		$2.65M Buy
16,091
+67
+0.4% +$9.89K 3.99% 7
2022
Q4 		$2.08M Buy
+16,024
New +$2.29M 2.94% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Wealth Alliance's AAPL Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Apple (AAPL) stake by 6.9% in Q3 2023, selling an estimated $205K and leaving 15,154 shares worth $2.59M. The position accounts for 4.27% of the portfolio, ranked #7.

Freedom Wealth Alliance first reported a position in AAPL in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.1M in Q2 2023. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Freedom Wealth Alliance held 15,154 shares of Apple worth $2.59M as of Q3 2023.
  • Freedom Wealth Alliance sold 1,120 Apple shares in Q3 2023, an estimated $205K.
  • Apple made up 4.27% of Freedom Wealth Alliance's portfolio in Q3 2023, its #7 holding.
  • Freedom Wealth Alliance first reported a position in Apple in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Apple position peaked at $3.1M in Q2 2023.
  • 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.