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Pinnacle Private Wealth’s Apple AAPL Stock Holding History

Pinnacle Private Wealth’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 		$31M Sell
226,414
-70,692
-24% -$10.7M 12.12% 1
2022
Q1 		$51.9M Buy
297,106
+5,436
+2% +$914K 16.17% 1
2021
Q4 		$51.8M Buy
+291,670
New +$46.1M 16.23% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Private Wealth's AAPL Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Apple (AAPL) stake by 24% in Q2 2022, selling an estimated $10.7M and leaving 226,414 shares worth $31M. The position accounts for 12.12% of the portfolio, ranked #1.

Pinnacle Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 3 quarters since. The position peaked at $51.9M in Q1 2022. 4,329 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Pinnacle Private Wealth held 226,414 shares of Apple worth $31M as of Q2 2022.
  • Pinnacle Private Wealth sold 70,692 Apple shares in Q2 2022, an estimated $10.7M.
  • Apple made up 12.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #1 holding.
  • Pinnacle Private Wealth first reported a position in Apple in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Apple position peaked at $51.9M in Q1 2022.
  • 4,329 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.