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Kingsbury Capital Investment Advisors’s Apple AAPL Stock Holding History

Kingsbury Capital Investment Advisors’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
Q3 		$7.78M Sell
56,278
-2,602
-4% -$408K 11.87% 2
2022
Q2 		$8.05M Buy
58,880
+4,781
+9% +$724K 11.08% 2
2022
Q1 		$9.45M Buy
+54,099
New +$9.1M 10.4% 2

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kingsbury Capital Investment Advisors's AAPL Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its Apple (AAPL) stake by 4.4% in Q3 2022, selling an estimated $408K and leaving 56,278 shares worth $7.78M. The position accounts for 11.87% of the portfolio, ranked #2.

Kingsbury Capital Investment Advisors first reported a position in AAPL in Q1 2022 and has held it in 3 quarters since. The position peaked at $9.45M in Q1 2022. 4,336 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 56,278 shares of Apple worth $7.78M as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 2,602 Apple shares in Q3 2022, an estimated $408K.
  • Apple made up 11.87% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #2 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Apple in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Apple position peaked at $9.45M in Q1 2022.
  • 4,336 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.