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Keystone Wealth Partners’s Apple AAPL Stock Holding History

Keystone Wealth Partners’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 		$915K Sell
5,242
-917
-15% -$154K 0.43% 16
2021
Q4 		$1.09M Buy
6,159
+1,215
+25% +$192K 0.48% 18
2021
Q3 		$700K Buy
4,944
+1,534
+45% +$226K 0.39% 18
2021
Q2 		$467K Sell
3,410
-4,599
-57% -$596K 0.28% 19
2021
Q1 		$978K Buy
8,009
+4,583
+134% +$588K 0.66% 14
2020
Q4 		$455K Buy
+3,426
New +$412K 0.36% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Wealth Partners's AAPL Position: Q1 2022 in Review

Keystone Wealth Partners reduced its Apple (AAPL) stake by 15% in Q1 2022, selling an estimated $154K and leaving 5,242 shares worth $915K. The position accounts for 0.43% of the portfolio, ranked #16.

Keystone Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2021. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Keystone Wealth Partners held 5,242 shares of Apple worth $915K as of Q1 2022.
  • Keystone Wealth Partners sold 917 Apple shares in Q1 2022, an estimated $154K.
  • Apple made up 0.43% of Keystone Wealth Partners's portfolio in Q1 2022, its #16 holding.
  • Keystone Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 6 quarters since.
  • Keystone Wealth Partners's Apple position peaked at $1.09M in Q4 2021.
  • 4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.