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New England Guild Wealth Advisors’s Apple AAPL Stock Holding History

New England Guild Wealth 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
2022
Q4 		$1.8M Sell
13,883
-998
-7% -$143K 0.95% 27
2022
Q3 		$2.06M Buy
14,881
+1
+0% +$157 1.24% 22
2022
Q2 		$2.03M Buy
14,880
+1
+0% +$151 1.26% 26
2022
Q1 		$2.6M Buy
14,879
+1
+0% +$168 1.38% 23
2021
Q4 		$2.64M Buy
14,878
+1
+0% +$158 1.32% 24
2021
Q3 		$2.1M Buy
14,877
+180
+1% +$26.5K 1.12% 30
2021
Q2 		$2.01M Buy
14,697
+201
+1% +$26K 1.09% 30
2021
Q1 		$1.77M Sell
14,496
-1,059
-7% -$136K 1% 30
2020
Q4 		$2.06M Buy
15,555
+350
+2% +$42.1K 1.22% 25
2020
Q3 		$1.76M Sell
15,205
-971
-6% -$106K 1.23% 25
2020
Q2 		$1.48M Hold
16,176
– – 1.08% 28
2020
Q1 		$1.03M Sell
16,176
-7,420
-31% -$546K 0.92% 27
2019
Q4 		$1.73M Sell
23,596
-4,604
-16% -$296K 1.24% 24
2019
Q3 		$1.58M Buy
28,200
+4
+0% +$209 1.13% 26
2019
Q2 		$1.4M Buy
28,196
+892
+3% +$43.5K 1.04% 25
2019
Q1 		$1.3M Sell
27,304
-7,704
-22% -$327K 0.98% 27
2018
Q4 		$1.38M Buy
35,008
+7,084
+25% +$343K 1.16% 25
2018
Q3 		$1.58M Sell
27,924
-3,180
-10% -$166K 1.42% 20
2018
Q2 		$1.44M Sell
31,104
-3,312
-10% -$150K 1.31% 21
2018
Q1 		$1.44M Sell
34,416
-92
-0.3% -$3.96K 1.37% 21
2017
Q4 		$1.46M Buy
+34,508
New +$1.44M 1.4% 21

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Guild Wealth Advisors's AAPL Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its Apple (AAPL) stake by 6.7% in Q4 2022, selling an estimated $143K and leaving 13,883 shares worth $1.8M. The position accounts for 0.95% of the portfolio, ranked #27.

New England Guild Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.64M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • New England Guild Wealth Advisors held 13,883 shares of Apple worth $1.8M as of Q4 2022.
  • New England Guild Wealth Advisors sold 998 Apple shares in Q4 2022, an estimated $143K.
  • Apple made up 0.95% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #27 holding.
  • New England Guild Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 21 quarters since.
  • New England Guild Wealth Advisors's Apple position peaked at $2.64M in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.