NEIRG Wealth Management’s Apple AAPL Stock Holding History

NEIRG 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 Q2	–	Sell	-100	Closed	-$17K	–	139
2022 Q1	$17K	Sell	100 -100	-50%	-$16.8K	﹤0.01%	141
2021 Q4	$36K	Buy	+200	New	+$31.6K	0.01%	126

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's AAPL Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Apple (AAPL) in Q3 2023, closing a stake of 47,187 shares — an estimated $9.15M sold.

NEIRG Wealth Management first reported a position in AAPL in Q4 2021 and held it in 7 quarters. The position peaked at $10.7M in Q4 2021. 4,608 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

NEIRG Wealth Management reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 47,187 Apple shares in Q3 2023, an estimated $9.15M.
NEIRG Wealth Management first reported a position in Apple in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Apple position peaked at $10.7M in Q4 2021.
4,608 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.