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	0.03%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return