Institute for Wealth Management’s Aptiv APTV Stock Holding History

Institute for Wealth Management’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
2024 Q1	–	Sell	-2,497	Closed	-$224K	–	509
2023 Q4	$224K	Hold	2,497	–	–	0.04%	433
2023 Q3	$246K	Hold	2,497	–	–	0.04%	390
2023 Q2	$255K	Hold	2,497	–	–	0.05%	400
2023 Q1	$280K	Sell	2,497 -20	-0.8%	-$2.21K	0.05%	373
2022 Q4	$234K	Buy	+2,517	New	+$239K	0.05%	399
2022 Q3	–	Sell	-2,534	Closed	-$226K	–	459
2022 Q2	$226K	Sell	2,534 -49	-2%	-$5K	0.04%	465
2022 Q1	$309K	Sell	2,583 -21	-0.8%	-$2.79K	0.05%	417
2021 Q4	$430K	Hold	2,604	–	–	0.07%	305
2021 Q3	$388K	Hold	2,604	–	–	0.07%	320
2021 Q2	$410K	Hold	2,604	–	–	0.07%	309
2021 Q1	$359K	Sell	2,604 -53	-2%	-$7.71K	0.07%	325
2020 Q4	$346K	Hold	2,657	–	–	0.07%	324
2020 Q3	$244K	Buy	2,657 +41	+2%	+$3.44K	0.06%	358
2020 Q2	$204K	Buy	+2,616	New	+$180K	0.05%	395
2020 Q1	–	Sell	-2,577	Closed	-$245K	–	410
2019 Q4	$245K	Sell	2,577 -700	-21%	-$64.1K	0.06%	387
2019 Q3	$286K	Buy	+3,277	New	+$274K	0.07%	332

Other funds holding APTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return