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Point View Wealth Management’s Apple AAPL Stock Holding History

Point View Wealth Management’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
2020
Q4 		$1.59M Buy
12,013
+176
+1% +$21.2K 0.65% 46
2020
Q3 		$1.37M Buy
11,837
+853
+8% +$93.1K 0.65% 46
2020
Q2 		$1M Sell
10,984
-224
-2% -$17.4K 0.48% 67
2020
Q1 		$713K Sell
11,208
-2,284
-17% -$168K 0.39% 90
2019
Q4 		$991K Buy
13,492
+1,120
+9% +$72.1K 0.41% 82
2019
Q3 		$693K Sell
12,372
-4,308
-26% -$225K 0.31% 107
2019
Q2 		$825K Sell
16,680
-28
-0.2% -$1.36K 0.35% 94
2019
Q1 		$794K Sell
16,708
-4,468
-21% -$190K 0.35% 99
2018
Q4 		$835K Sell
21,176
-3,216
-13% -$156K 0.42% 83
2018
Q3 		$1.38M Buy
24,392
+2,908
+14% +$151K 0.61% 48
2018
Q2 		$994K Buy
21,484
+4,088
+23% +$185K 0.46% 67
2018
Q1 		$730K Buy
17,396
+408
+2% +$17.6K 0.35% 103
2017
Q4 		$719K Sell
16,988
-1,988
-10% -$83.1K 0.34% 104
2017
Q3 		$732K Sell
18,976
-712
-4% -$27.6K 0.35% 106
2017
Q2 		$709K Sell
19,688
-448
-2% -$16.6K 0.35% 105
2017
Q1 		$723K Buy
20,136
+3,936
+24% +$130K 0.37% 96
2016
Q4 		$469K Buy
+16,200
New +$459K 0.27% 131
2016
Q3 		– Sell
-17,488
Closed -$418K – 238
2016
Q2 		$418K Buy
17,488
+2,844
+19% +$70.7K 0.25% 132
2016
Q1 		$399K Buy
14,644
+532
+4% +$13.3K 0.26% 127
2015
Q4 		$371K Sell
14,112
-1,952
-12% -$55.8K 0.27% 130
2015
Q3 		$443K Sell
16,064
-696
-4% -$20.4K 0.35% 101
2015
Q2 		$526K Buy
16,760
+4,684
+39% +$150K 0.41% 90
2015
Q1 		$376K Buy
12,076
+452
+4% +$13.6K 0.29% 121
2014
Q4 		$321K Buy
11,624
+376
+3% +$10.2K 0.24% 133
2014
Q3 		$283K Sell
11,248
-344
-3% -$8.44K 0.24% 137
2014
Q2 		$269K Hold
11,592
– – 0.23% 143
2014
Q1 		$222K Hold
11,592
– – 0.2% 152
2013
Q4 		$232K Buy
+11,592
New +$219K 0.22% 148

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Point View Wealth Management's AAPL Position: Q4 2020 in Review

Point View Wealth Management increased its Apple (AAPL) stake by 1.5% in Q4 2020, buying an estimated $21.2K and bringing the position to 12,013 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #46.

Point View Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 28 quarters since. 3,848 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

  • Point View Wealth Management held 12,013 shares of Apple worth $1.59M as of Q4 2020.
  • Point View Wealth Management bought 176 Apple shares in Q4 2020, an estimated $21.2K.
  • Apple made up 0.65% of Point View Wealth Management's portfolio in Q4 2020, its #46 holding.
  • Point View Wealth Management first reported a position in Apple in Q4 2013 and has held it in 28 quarters since.
  • 3,848 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.