Kings Point Capital Management’s Apple AAPL Stock Holding History

Kings Point Capital Management’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	$80K	Sell	800 -8,000	-91%	-$1.35M	0.01%	307
2021 Q4	$716K	Hold	8,800	–	–	0.06%	128
2021 Q3	$417K	Hold	8,800	–	–	0.04%	148
2021 Q2	$378K	Hold	8,800	–	–	0.03%	156
2021 Q1	$283K	Buy	+8,800	New	+$1.13M	0.03%	169
2020 Q2	–	Sell	-80	Closed	-$60K	–	441
2020 Q1	$60K	Buy	+80	New	+$5.88K	0.01%	260
2019 Q3	–	Sell	-240	Closed	-$27K	–	478
2019 Q2	$27K	Buy	+240	New	+$11.7K	﹤0.01%	317
2019 Q1	–	Sell	-240	Closed	-$17K	–	356
2018 Q4	$17K	Buy	+240	New	+$11.6K	﹤0.01%	315
2018 Q3	–	Sell	-240	Closed	-$41K	–	359
2018 Q2	$41K	Buy	+240	New	+$10.9K	0.01%	259

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 $4.49B AUM 19.44% 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

Kings Point Capital Management's AAPL Position: Q1 2022 in Review

Kings Point Capital Management reduced its Apple (AAPL) stake by 0.09% in Q1 2022, selling an estimated $59.7K and leaving 400,580 shares worth $69.9M. The position accounts for 6.09% of the portfolio, ranked #1.

Kings Point Capital Management first reported a position in AAPL in Q2 2013 and has held it in 36 quarters since. The position peaked at $71.2M in Q4 2021. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

Kings Point Capital Management held 400,580 shares of Apple worth $69.9M as of Q1 2022.
Kings Point Capital Management sold 355 Apple shares in Q1 2022, an estimated $59.7K.
Apple made up 6.09% of Kings Point Capital Management's portfolio in Q1 2022, its #1 holding.
Kings Point Capital Management first reported a position in Apple in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's Apple position peaked at $71.2M in Q4 2021.
4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.