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Oak Point Wealth Management’s Apple AAPL Stock Holding History

Oak Point 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
2018
Q1 		$165K Buy
3,984
+120
+3% +$5.17K 0.17% 100
2017
Q4 		$163K Buy
+3,864
New +$161K 0.16% 107

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Point Wealth Management's AAPL Position: Q1 2018 in Review

Oak Point Wealth Management increased its Apple (AAPL) stake by 3.1% in Q1 2018, buying an estimated $5.17K and bringing the position to 3,984 shares worth $165K. The position accounts for 0.17% of the portfolio, ranked #100.

Oak Point Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 2 quarters since. 2,783 funds tracked by Wall St. Rank hold AAPL as of Q1 2018.

  • Oak Point Wealth Management held 3,984 shares of Apple worth $165K as of Q1 2018.
  • Oak Point Wealth Management bought 120 Apple shares in Q1 2018, an estimated $5.17K.
  • Apple made up 0.17% of Oak Point Wealth Management's portfolio in Q1 2018, its #100 holding.
  • Oak Point Wealth Management first reported a position in Apple in Q4 2017 and has held it in 2 quarters since.
  • 2,783 funds tracked by Wall St. Rank held Apple as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.