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Ironwood Wealth Management (Arizona)’s Apple AAPL Stock Holding History

Ironwood Wealth Management (Arizona)’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
Q4 		– Sell
-1,062
Closed -$145K – 47
2022
Q3 		$145K Hold
1,062
– – 0.06% 33
2022
Q2 		$145K Sell
1,062
-501
-32% -$75.9K 0.06% 33
2022
Q1 		$273K Buy
1,563
+829
+113% +$139K 0.11% 30
2021
Q4 		$130K Hold
734
– – 0.06% 33
2021
Q3 		$104K Hold
734
– – 0.05% 35
2021
Q2 		$100K Buy
734
+203
+38% +$26.3K 0.06% 36
2021
Q1 		$65K Buy
531
+2
+0.4% +$257 0.04% 34
2020
Q4 		$70K Buy
529
+429
+429% +$51.6K 0.04% 34
2020
Q3 		$36K Sell
100
-300
-75% -$32.7K 0.03% 30
2020
Q2 		$36K Buy
400
+180
+82% +$13.9K 0.03% 30
2020
Q1 		$14K Hold
220
– – 0.01% 44
2019
Q4 		$16K Sell
220
-840
-79% -$54K 0.01% 48
2019
Q3 		$59K Hold
1,060
– – 0.04% 40
2019
Q2 		$52K Hold
1,060
– – 0.04% 43
2019
Q1 		$50K Hold
1,060
– – 0.04% 42
2018
Q4 		$42K Buy
1,060
+344
+48% +$16.7K 0.04% 38
2018
Q3 		$40K Buy
716
+360
+101% +$18.7K 0.04% 37
2018
Q2 		$16K Buy
+356
New +$16.1K 0.02% 43
2017
Q3 		$25K Buy
+496
New +$19.2K 0.02% 48

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s AAPL Position: Q4 2022 in Review

Ironwood Wealth Management (Arizona) sold out of Apple (AAPL) in Q4 2022, closing a stake of 1,062 shares — an estimated $145K sold.

Ironwood Wealth Management (Arizona) first reported a position in AAPL in Q3 2017 and held it in 19 quarters. The position peaked at $273K in Q1 2022. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Ironwood Wealth Management (Arizona) reported no remaining Apple position as of Q4 2022 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 1,062 Apple shares in Q4 2022, an estimated $145K.
  • Ironwood Wealth Management (Arizona) first reported a position in Apple in Q3 2017 and held it in 19 quarters.
  • Ironwood Wealth Management (Arizona)'s Apple position peaked at $273K in Q1 2022.
  • 4,546 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 14 Feb 2023.