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Paradigm Financial Advisors’s Apple AAPL Stock Holding History

Paradigm Financial 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
2019
Q2 		– Sell
-8,000
Closed -$380K – 131
2019
Q1 		$380K Sell
8,000
-4,000
-33% -$170K 0.14% 86
2018
Q4 		$473K Buy
+12,000
New +$582K 0.21% 74

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Paradigm Financial Advisors's AAPL Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Apple (AAPL) stake by 3.7% in Q4 2021, selling an estimated $1.23M and leaving 199,787 shares worth $35.5M. The position accounts for 7.84% of the portfolio, ranked #1.

Paradigm Financial Advisors first reported a position in AAPL in Q4 2013 and has held it in 33 quarters since. The position peaked at $106M in Q1 2016. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • Paradigm Financial Advisors held 199,787 shares of Apple worth $35.5M as of Q4 2021.
  • Paradigm Financial Advisors sold 7,782 Apple shares in Q4 2021, an estimated $1.23M.
  • Apple made up 7.84% of Paradigm Financial Advisors's portfolio in Q4 2021, its #1 holding.
  • Paradigm Financial Advisors first reported a position in Apple in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's Apple position peaked at $106M in Q1 2016.
  • 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.