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Private Wealth Advisors (Pennsylvania)’s Apple AAPL Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$9K Buy
49,500
+9,200
+23% +$1.11M 0.01% 118
2020
Q3 		$224K Buy
+40,300
New +$4.4M 0.14% 96

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

Private Wealth Advisors (Pennsylvania)'s AAPL Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Apple (AAPL) stake by 2.4% in Q4 2020, buying an estimated $431K and bringing the position to 150,104 shares worth $19.9M. The position accounts for 11.35% of the portfolio, ranked #1.

Private Wealth Advisors (Pennsylvania) first reported a position in AAPL in Q2 2013 and has held it in 31 quarters since. 3,847 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 150,104 shares of Apple worth $19.9M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 3,587 Apple shares in Q4 2020, an estimated $431K.
  • Apple made up 11.35% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #1 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Apple in Q2 2013 and has held it in 31 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.