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Mission Wealth Management’s Aptiv APTV Stock Holding History

Mission Wealth Management’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
Q4 		– Sell
-7,370
Closed -$531K – 664
2024
Q3 		$531K Sell
7,370
-29
-0.4% -$2.02K 0.01% 424
2024
Q2 		$521K Buy
7,399
+586
+9% +$45.1K 0.01% 402
2024
Q1 		$543K Sell
6,813
-329
-5% -$26.5K 0.01% 414
2023
Q4 		$641K Buy
7,142
+570
+9% +$49.1K 0.02% 320
2023
Q3 		$648K Sell
6,572
-488
-7% -$50.4K 0.02% 297
2023
Q2 		$721K Sell
7,060
-50
-0.7% -$4.95K 0.03% 281
2023
Q1 		$798K Buy
7,110
+25
+0.4% +$2.76K 0.03% 265
2022
Q4 		$660K Buy
7,085
+312
+5% +$29.7K 0.03% 271
2022
Q3 		$530K Sell
6,773
-145
-2% -$13.9K 0.03% 287
2022
Q2 		$616K Buy
6,918
+2,730
+65% +$279K 0.03% 270
2022
Q1 		$501K Buy
4,188
+800
+24% +$106K 0.02% 311
2021
Q4 		$559K Buy
3,388
+121
+4% +$20.2K 0.03% 288
2021
Q3 		$487K Buy
3,267
+778
+31% +$121K 0.02% 291
2021
Q2 		$392K Buy
2,489
+610
+32% +$89.4K 0.02% 337
2021
Q1 		$259K Buy
+1,879
New +$273K 0.02% 390

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Mission Wealth Management's APTV Position: Q4 2024 in Review

Mission Wealth Management sold out of Aptiv (APTV) in Q4 2024, closing a stake of 7,370 shares — an estimated $531K sold.

Mission Wealth Management first reported a position in APTV in Q1 2021 and held it in 15 quarters. The position peaked at $798K in Q1 2023. 602 funds tracked by Wall St. Rank hold APTV as of Q4 2024.

  • Mission Wealth Management reported no remaining Aptiv position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 7,370 Aptiv shares in Q4 2024, an estimated $531K.
  • Mission Wealth Management first reported a position in Aptiv in Q1 2021 and held it in 15 quarters.
  • Mission Wealth Management's Aptiv position peaked at $798K in Q1 2023.
  • 602 funds tracked by Wall St. Rank held Aptiv as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.