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Personal Wealth Partners’s Apple AAPL Stock Holding History

Personal Wealth Partners’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
-3,685
Closed -$643K – 1
2022
Q1 		$643K Sell
3,685
-280
-7% -$47.1K 0.28% 40
2021
Q4 		$704K Buy
3,965
+110
+3% +$17.4K 0.29% 40
2021
Q3 		$545K Sell
3,855
-389
-9% -$57.3K 0.23% 45
2021
Q2 		$581K Sell
4,244
-300
-7% -$38.9K 0.23% 43
2021
Q1 		$555K Buy
4,544
+103
+2% +$13.2K 0.25% 43
2020
Q4 		$589K Buy
4,441
+136
+3% +$16.4K 0.28% 35
2020
Q3 		$499K Buy
4,305
+141
+3% +$15.4K 0.26% 35
2020
Q2 		$380K Hold
4,164
– – 0.21% 46
2020
Q1 		$265K Buy
4,164
+20
+0.5% +$1.47K 0.16% 50
2019
Q4 		$304K Buy
4,144
+68
+2% +$4.38K 0.13% 52
2019
Q3 		$228K Buy
4,076
+628
+18% +$32.8K 0.11% 58
2019
Q2 		$171K Buy
+3,448
New +$168K 0.08% 66

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's AAPL Position: Q2 2022 in Review

Personal Wealth Partners sold out of Apple (AAPL) in Q2 2022, closing a stake of 3,685 shares — an estimated $643K sold.

Personal Wealth Partners first reported a position in AAPL in Q2 2019 and held it in 12 quarters. The position peaked at $704K in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Personal Wealth Partners reported no remaining Apple position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 3,685 Apple shares in Q2 2022, an estimated $643K.
  • Personal Wealth Partners first reported a position in Apple in Q2 2019 and held it in 12 quarters.
  • Personal Wealth Partners's Apple position peaked at $704K in Q4 2021.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.