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Planning Solutions Group’s Apple AAPL Stock Holding History

Planning Solutions Group’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 		$4.1M Sell
82,800
-740
-0.9% -$36.1K 2.11% 9
2019
Q1 		$3.97M Buy
83,540
+2,964
+4% +$126K 2.12% 9
2018
Q4 		$3.18M Buy
+80,576
New +$3.91M 1.93% 12

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Solutions Group's AAPL Position: Q2 2019 in Review

Planning Solutions Group reduced its Apple (AAPL) stake by 0.89% in Q2 2019, selling an estimated $36.1K and leaving 82,800 shares worth $4.1M. The position accounts for 2.11% of the portfolio, ranked #9.

Planning Solutions Group first reported a position in AAPL in Q4 2018 and has held it in 3 quarters since. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

  • Planning Solutions Group held 82,800 shares of Apple worth $4.1M as of Q2 2019.
  • Planning Solutions Group sold 740 Apple shares in Q2 2019, an estimated $36.1K.
  • Apple made up 2.11% of Planning Solutions Group's portfolio in Q2 2019, its #9 holding.
  • Planning Solutions Group first reported a position in Apple in Q4 2018 and has held it in 3 quarters since.
  • 3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.