IndexIQ Advisors’s Apple AAPL Stock Holding History

IndexIQ 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
2022 Q1	$48.7M	Sell	278,842 -530	-0.2%	-$89.1K	1.72%	6
2021 Q4	$49.6M	Sell	279,372 -12,662	-4%	-$2M	1.66%	8
2021 Q3	$41.3M	Buy	292,034 +12,199	+4%	+$1.8M	1.38%	8
2021 Q2	$38.3M	Buy	279,835 +19,798	+8%	+$2.57M	1.3%	12
2021 Q1	$31.8M	Buy	260,037 +25,237	+11%	+$3.24M	1.12%	21
2020 Q4	$31.2M	Buy	234,800 +105,531	+82%	+$12.7M	1.15%	26
2020 Q3	$15M	Buy	129,269 +77,385	+149%	+$8.44M	0.62%	41
2020 Q2	$4.73M	Buy	+51,884	New	+$4.02M	0.21%	65
2020 Q1	–	Sell	-5,504	Closed	-$404K	–	1000
2019 Q4	$404K	Buy	+5,504	New	+$354K	0.01%	449

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

IndexIQ Advisors's AAPL Position: Q1 2022 in Review

IndexIQ Advisors reduced its Apple (AAPL) stake by 0.19% in Q1 2022, selling an estimated $89.1K and leaving 278,842 shares worth $48.7M. The position accounts for 1.72% of the portfolio, ranked #6.

IndexIQ Advisors first reported a position in AAPL in Q4 2019 and has held it in 9 quarters since. The position peaked at $49.6M in Q4 2021. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

IndexIQ Advisors held 278,842 shares of Apple worth $48.7M as of Q1 2022.
IndexIQ Advisors sold 530 Apple shares in Q1 2022, an estimated $89.1K.
Apple made up 1.72% of IndexIQ Advisors's portfolio in Q1 2022, its #6 holding.
IndexIQ Advisors first reported a position in Apple in Q4 2019 and has held it in 9 quarters since.
IndexIQ Advisors's Apple position peaked at $49.6M in Q4 2021.
4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.