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Legacy Wealth Partners (California)’s Apple AAPL Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$6.99M Buy
51,044
+877
+2% +$114K 3.88% 6
2021
Q1 		$6.13M Sell
50,167
-1,235
-2% -$159K 3.59% 9
2020
Q4 		$6.82M Buy
51,402
+1,389
+3% +$167K 4.29% 7
2020
Q3 		$5.79M Sell
50,013
-3,575
-7% -$390K 4.1% 7
2020
Q2 		$4.89M Sell
53,588
-13,740
-20% -$1.06M 3.69% 7
2020
Q1 		$4.28M Sell
67,328
-592
-0.9% -$43.5K 3.98% 9
2019
Q4 		$5.46M Buy
+67,920
New +$4.37M 3.97% 4

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Partners (California)'s AAPL Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Apple (AAPL) stake by 1.7% in Q2 2021, buying an estimated $114K and bringing the position to 51,044 shares worth $6.99M. The position accounts for 3.88% of the portfolio, ranked #6.

Legacy Wealth Partners (California) first reported a position in AAPL in Q4 2019 and has held it in 7 quarters since. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Legacy Wealth Partners (California) held 51,044 shares of Apple worth $6.99M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 877 Apple shares in Q2 2021, an estimated $114K.
  • Apple made up 3.88% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #6 holding.
  • Legacy Wealth Partners (California) first reported a position in Apple in Q4 2019 and has held it in 7 quarters since.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.