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Kingswood Wealth Advisors’s Aptiv APTV Stock Holding History

Kingswood Wealth Advisors’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,974
Closed -$350K – 666
2024
Q2 		$350K Buy
+4,974
New +$382K 0.03% 479

Other funds holding APTV

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingswood Wealth Advisors's APTV Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Aptiv (APTV) in Q3 2024, closing a stake of 4,974 shares — an estimated $350K sold.

Kingswood Wealth Advisors first reported a position in APTV in Q2 2024 and held it in 1 quarter. The position peaked at $350K in Q2 2024. 719 funds tracked by Wall St. Rank hold APTV as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Aptiv position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,974 Aptiv shares in Q3 2024, an estimated $350K.
  • Kingswood Wealth Advisors first reported a position in Aptiv in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Aptiv position peaked at $350K in Q2 2024.
  • 719 funds tracked by Wall St. Rank held Aptiv as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.