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Platte River Wealth Advisors’s Apple AAPL Stock Holding History

Platte River Wealth 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
2024
Q3 		$15M Buy
64,444
+521
+0.8% +$116K 4.03% 6
2024
Q2 		$13.5M Buy
63,923
+490
+0.8% +$91.4K 3.78% 6
2024
Q1 		$10.9M Buy
63,433
+510
+0.8% +$92.7K 3.1% 7
2023
Q4 		$12.1M Buy
62,923
+516
+0.8% +$95.3K 4.01% 5
2023
Q3 		$10.7M Buy
62,407
+697
+1% +$128K 3.91% 4
2023
Q2 		$12M Buy
61,710
+42
+0.1% +$7.32K 4.19% 4
2023
Q1 		$10.2M Sell
61,668
-4,097
-6% -$605K 3.9% 4
2022
Q4 		$8.54M Sell
65,765
-1,165
-2% -$166K 3.61% 7
2022
Q3 		$9.25M Sell
66,930
-511
-0.8% -$80.2K 4.14% 6
2022
Q2 		$9.22M Sell
67,441
-1,017
-1% -$154K 3.99% 6
2022
Q1 		$12M Sell
68,458
-732
-1% -$123K 4.36% 6
2021
Q4 		$12.1M Sell
69,190
-2,114
-3% -$334K 4.15% 6
2021
Q3 		$10.1M Sell
71,304
-1,188
-2% -$175K 3.74% 8
2021
Q2 		$9.93M Sell
72,492
-857
-1% -$111K 3.77% 8
2021
Q1 		$9.56M Sell
73,349
-5,078
-6% -$652K 3.93% 7
2020
Q4 		$10.7M Buy
78,427
+5,305
+7% +$638K 4.63% 5
2020
Q3 		$8.47M Sell
73,122
-4,166
-5% -$455K 4.36% 6
2020
Q2 		$7.22M Buy
+77,288
New +$5.99M 3.98% 7
2019
Q4 		$5.34M Buy
+69,048
New +$4.44M 2.81% 6

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Platte River Wealth Advisors's AAPL Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Apple (AAPL) stake by 0.82% in Q3 2024, buying an estimated $116K and bringing the position to 64,444 shares worth $15M. The position accounts for 4.03% of the portfolio, ranked #6.

Platte River Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 19 quarters since. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Platte River Wealth Advisors held 64,444 shares of Apple worth $15M as of Q3 2024.
  • Platte River Wealth Advisors bought 521 Apple shares in Q3 2024, an estimated $116K.
  • Apple made up 4.03% of Platte River Wealth Advisors's portfolio in Q3 2024, its #6 holding.
  • Platte River Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 19 quarters since.
  • 5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.