HFA
AAPL icon

Hoover Financial Advisors’s Apple AAPL Stock Holding History

Hoover Financial 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
2021
Q2 		$7.39M Buy
53,942
+2,771
+5% +$359K 1.32% 18
2021
Q1 		$6.44M Sell
51,171
-642
-1% -$82.4K 1.21% 18
2020
Q4 		$6.68M Sell
51,813
-40
-0.1% -$4.81K 1.67% 12
2020
Q3 		$6M Buy
51,853
+2,177
+4% +$238K 1.98% 11
2020
Q2 		$4.53M Buy
49,676
+1,080
+2% +$83.7K 1.74% 13
2020
Q1 		$3.09M Buy
48,596
+1,752
+4% +$129K 1.71% 11
2019
Q4 		$3.44M Buy
46,844
+4,004
+9% +$258K 1.68% 11
2019
Q3 		$2.4M Sell
42,840
-6,112
-12% -$320K 2.13% 9
2019
Q2 		$2.42M Sell
48,952
-800
-2% -$39K 2.23% 9
2019
Q1 		$2.36M Sell
49,752
-100
-0.2% -$4.24K 2.26% 9
2018
Q4 		$1.97M Buy
+49,852
New +$2.42M 2.17% 9

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hoover Financial Advisors's AAPL Position: Q2 2021 in Review

Hoover Financial Advisors increased its Apple (AAPL) stake by 5.4% in Q2 2021, buying an estimated $359K and bringing the position to 53,942 shares worth $7.39M. The position accounts for 1.32% of the portfolio, ranked #18.

Hoover Financial Advisors first reported a position in AAPL in Q4 2018 and has held it in 11 quarters since. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Hoover Financial Advisors held 53,942 shares of Apple worth $7.39M as of Q2 2021.
  • Hoover Financial Advisors bought 2,771 Apple shares in Q2 2021, an estimated $359K.
  • Apple made up 1.32% of Hoover Financial Advisors's portfolio in Q2 2021, its #18 holding.
  • Hoover Financial Advisors first reported a position in Apple in Q4 2018 and has held it in 11 quarters since.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.