Juncture Wealth Strategies’s Apple AAPL Stock Holding History

Juncture Wealth Strategies’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 Q1	–	Sell	-10,499	Closed	-$1.39M	–	104
2020 Q4	$1.39M	Buy	+10,499	New	+$1.26M	0.88%	25

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Juncture Wealth Strategies's AAPL Position: Q1 2021 in Review

Juncture Wealth Strategies sold out of Apple (AAPL) in Q1 2021, closing a stake of 10,499 shares — an estimated $1.39M sold.

Juncture Wealth Strategies first reported a position in AAPL in Q4 2020 and held it in 1 quarter. The position peaked at $1.39M in Q4 2020. 3,843 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

Juncture Wealth Strategies reported no remaining Apple position as of Q1 2021 after selling out during the quarter.
Juncture Wealth Strategies sold 10,499 Apple shares in Q1 2021, an estimated $1.39M.
Juncture Wealth Strategies first reported a position in Apple in Q4 2020 and held it in 1 quarter.
Juncture Wealth Strategies's Apple position peaked at $1.39M in Q4 2020.
3,843 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Juncture Wealth Strategies's 13F filing for Q1 2021, filed 15 Apr 2021.