Guidant Wealth Advisors’s Apple AAPL Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$664K	Buy	11,852 +16	+0.1%	+$837	0.25%	59
2019 Q2	$586K	Sell	11,836 -444	-4%	-$21.6K	0.23%	66
2019 Q1	$583K	Sell	12,280 -5,940	-33%	-$252K	0.23%	68
2018 Q4	$718K	Sell	18,220 -1,460	-7%	-$70.8K	0.33%	57
2018 Q3	$1.12M	Hold	19,680	–	–	0.47%	26
2018 Q2	$920K	Buy	19,680 +152	+0.8%	+$6.89K	0.4%	27
2018 Q1	$813K	Buy	19,528 +212	+1%	+$9.13K	0.37%	28
2017 Q4	$841K	Buy	19,316 +3,200	+20%	+$134K	0.38%	30
2017 Q3	$627K	Buy	16,116 +348	+2%	+$13.5K	0.45%	29
2017 Q2	$571K	Sell	15,768 -2,800	-15%	-$104K	0.29%	53
2017 Q1	$668K	Buy	18,568 +12,004	+183%	+$395K	0.35%	50
2016 Q4	$197K	Hold	6,564	–	–	0.11%	69
2016 Q3	$185K	Buy	+6,564	New	+$174K	0.11%	66

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's AAPL Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Apple (AAPL) stake by 0.14% in Q3 2019, buying an estimated $837 and bringing the position to 11,852 shares worth $664K. The position accounts for 0.25% of the portfolio, ranked #59.

Guidant Wealth Advisors first reported a position in AAPL in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.12M in Q3 2018. 3,028 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

Guidant Wealth Advisors held 11,852 shares of Apple worth $664K as of Q3 2019.
Guidant Wealth Advisors bought 16 Apple shares in Q3 2019, an estimated $837.
Apple made up 0.25% of Guidant Wealth Advisors's portfolio in Q3 2019, its #59 holding.
Guidant Wealth Advisors first reported a position in Apple in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Apple position peaked at $1.12M in Q3 2018.
3,028 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.