Hall Private Wealth Advisors’s Apple AAPL Stock Holding History

Hall Private 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
2023 Q3	$17.8M	Buy	103,933 +25,009	+32%	+$4.59M	11.96%	1
2023 Q2	$15.3M	Sell	78,924 -2,987	-4%	-$520K	8.27%	2
2023 Q1	$13.5M	Sell	81,911 -1,151	-1%	-$170K	7.04%	2
2022 Q4	$10.8M	Buy	83,062 +1,177	+1%	+$168K	6.14%	5
2022 Q3	$11.3M	Buy	81,885 +7,340	+10%	+$1.15M	6.52%	2
2022 Q2	$10.2M	Buy	74,545 +3,521	+5%	+$533K	5.72%	5
2022 Q1	$12.4M	Buy	71,024 +12,552	+21%	+$2.11M	6.62%	4
2021 Q4	$10.4M	Buy	58,472 +5,510	+10%	+$871K	6.45%	4
2021 Q3	$7.49M	Sell	52,962 -5,580	-10%	-$822K	4.78%	7
2021 Q2	$8.02M	Buy	+58,542	New	+$7.59M	5.22%	5
2020 Q4	$9.25M	Buy	+69,702	New	+$8.38M	7.62%	3

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Hall Private Wealth Advisors's AAPL Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Apple (AAPL) stake by 32% in Q3 2023, buying an estimated $4.59M and bringing the position to 103,933 shares worth $17.8M. The position accounts for 11.96% of the portfolio, ranked #1.

Hall Private Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 11 quarters since. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Hall Private Wealth Advisors held 103,933 shares of Apple worth $17.8M as of Q3 2023.
Hall Private Wealth Advisors bought 25,009 Apple shares in Q3 2023, an estimated $4.59M.
Apple made up 11.96% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #1 holding.
Hall Private Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 11 quarters since.
4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.