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Independence Advisors’s Apple AAPL Stock Holding History

Independence 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
2020
Q3 		$6.42M Buy
55,445
+189
+0.3% +$20.6K 1.38% 14
2020
Q2 		$5.04M Sell
55,256
-756
-1% -$58.6K 1.15% 18
2020
Q1 		$3.56M Sell
56,012
-460
-0.8% -$33.8K 0.98% 19
2019
Q4 		$4.15M Sell
56,472
-84
-0.1% -$5.4K 1% 20
2019
Q3 		$3.17M Sell
56,556
-10,052
-15% -$526K 0.77% 20
2019
Q2 		$3.3M Buy
66,608
+10,928
+20% +$532K 0.85% 20
2019
Q1 		$2.64M Buy
55,680
+2,332
+4% +$98.9K 0.74% 20
2018
Q4 		$2.1M Sell
53,348
-8
-0% -$388 0.7% 20
2018
Q3 		$3.01M Sell
53,356
-1,320
-2% -$68.7K 0.9% 21
2018
Q2 		$2.53M Buy
54,676
+108
+0.2% +$4.9K 0.81% 22
2018
Q1 		$2.29M Sell
54,568
-1,036
-2% -$44.6K 0.76% 22
2017
Q4 		$2.35M Buy
55,604
+4,796
+9% +$200K 0.79% 21
2017
Q3 		$1.96M Sell
50,808
-292
-0.6% -$11.3K 0.78% 20
2017
Q2 		$1.84M Buy
51,100
+456
+0.9% +$16.9K 0.73% 21
2017
Q1 		$1.82M Sell
50,644
-776
-2% -$25.6K 0.76% 19
2016
Q4 		$1.49M Buy
51,420
+476
+0.9% +$13.5K 0.66% 22
2016
Q3 		$1.44M Buy
50,944
+3,128
+7% +$82.8K 0.68% 21
2016
Q2 		$1.14M Buy
+47,816
New +$1.19M 0.6% 21

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independence Advisors's AAPL Position: Q3 2020 in Review

Independence Advisors increased its Apple (AAPL) stake by 0.34% in Q3 2020, buying an estimated $20.6K and bringing the position to 55,445 shares worth $6.42M. The position accounts for 1.38% of the portfolio, ranked #14.

Independence Advisors first reported a position in AAPL in Q2 2016 and has held it in 18 quarters since. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Independence Advisors held 55,445 shares of Apple worth $6.42M as of Q3 2020.
  • Independence Advisors bought 189 Apple shares in Q3 2020, an estimated $20.6K.
  • Apple made up 1.38% of Independence Advisors's portfolio in Q3 2020, its #14 holding.
  • Independence Advisors first reported a position in Apple in Q2 2016 and has held it in 18 quarters since.
  • 3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.