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Patrick Mauro Investment Advisor’s Apple AAPL Stock Holding History

Patrick Mauro Investment Advisor’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
2024
Q1 		– Sell
-5,292
Closed -$1.02M – 43
2023
Q4 		$1.02M Buy
5,292
+100
+2% +$18.5K 0.61% 34
2023
Q3 		$889K Hold
5,192
– – 0.58% 34
2023
Q2 		$1.01M Buy
5,192
+1
+0% +$174 0.62% 34
2023
Q1 		$856K Sell
5,191
-62
-1% -$9.15K 0.53% 35
2022
Q4 		$683K Hold
5,253
– – 0.44% 38
2022
Q3 		$726K Buy
+5,253
New +$824K 0.52% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patrick Mauro Investment Advisor's AAPL Position: Q1 2024 in Review

Patrick Mauro Investment Advisor sold out of Apple (AAPL) in Q1 2024, closing a stake of 5,292 shares — an estimated $1.02M sold.

Patrick Mauro Investment Advisor first reported a position in AAPL in Q3 2022 and held it in 6 quarters. The position peaked at $1.02M in Q4 2023. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Patrick Mauro Investment Advisor reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
  • Patrick Mauro Investment Advisor sold 5,292 Apple shares in Q1 2024, an estimated $1.02M.
  • Patrick Mauro Investment Advisor first reported a position in Apple in Q3 2022 and held it in 6 quarters.
  • Patrick Mauro Investment Advisor's Apple position peaked at $1.02M in Q4 2023.
  • 5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Patrick Mauro Investment Advisor's 13F filing for Q1 2024, filed 14 May 2024.