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Milestone Investment Advisors’s Apple AAPL Stock Holding History

Milestone 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
2023
Q4 		– Sell
-17,489
Closed -$2.99M – 127
2023
Q3 		$2.99M Buy
+17,489
New +$3.21M 0.85% 30
2023
Q2 		– Sell
-17,443
Closed -$2.88M – 123
2023
Q1 		$2.88M Buy
+17,443
New +$2.57M 0.89% 28

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Investment Advisors's AAPL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Apple (AAPL) in Q4 2023, closing a stake of 17,489 shares — an estimated $2.99M sold.

Milestone Investment Advisors first reported a position in AAPL in Q1 2023 and held it in 2 quarters. The position peaked at $2.99M in Q3 2023. 4,974 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 17,489 Apple shares in Q4 2023, an estimated $2.99M.
  • Milestone Investment Advisors first reported a position in Apple in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Apple position peaked at $2.99M in Q3 2023.
  • 4,974 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.