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Nauset Wealth Management’s Apple AAPL Stock Holding History

Nauset Wealth Management’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
2022
Q1 		$6.29M Sell
36,050
-224
-0.6% -$37.7K 5.01% 6
2021
Q4 		$6.44M Buy
+36,274
New +$5.73M 6.14% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nauset Wealth Management's AAPL Position: Q1 2022 in Review

Nauset Wealth Management reduced its Apple (AAPL) stake by 0.62% in Q1 2022, selling an estimated $37.7K and leaving 36,050 shares worth $6.29M. The position accounts for 5.01% of the portfolio, ranked #6.

Nauset Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 2 quarters since. The position peaked at $6.44M in Q4 2021. 4,380 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Nauset Wealth Management held 36,050 shares of Apple worth $6.29M as of Q1 2022.
  • Nauset Wealth Management sold 224 Apple shares in Q1 2022, an estimated $37.7K.
  • Apple made up 5.01% of Nauset Wealth Management's portfolio in Q1 2022, its #6 holding.
  • Nauset Wealth Management first reported a position in Apple in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Apple position peaked at $6.44M in Q4 2021.
  • 4,380 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.