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Holistic Financial Partners’s Aptiv APTV Stock Holding History

Holistic Financial Partners’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,038
Closed -$400K – 87
2019
Q1 		$400K Buy
+5,038
New +$387K 0.17% 60
2018
Q1 		– Sell
-357
Closed -$30K – 445
2017
Q4 		$30K Buy
+357
New +$34K 0.02% 251

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State Street
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Artisan Partners
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Norges Bank
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Lazard Asset Management
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GIM
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AllianceBernstein
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Holistic Financial Partners's APTV Position: Q2 2019 in Review

Holistic Financial Partners sold out of Aptiv (APTV) in Q2 2019, closing a stake of 5,038 shares — an estimated $400K sold.

Holistic Financial Partners first reported a position in APTV in Q4 2017 and held it in 2 quarters. The position peaked at $400K in Q1 2019. 549 funds tracked by Wall St. Rank hold APTV as of Q2 2019.

  • Holistic Financial Partners reported no remaining Aptiv position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 5,038 Aptiv shares in Q2 2019, an estimated $400K.
  • Holistic Financial Partners first reported a position in Aptiv in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Aptiv position peaked at $400K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held Aptiv as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.