PWS
APTV icon

Proactive Wealth Strategies’s Aptiv APTV Stock Holding History

Proactive Wealth Strategies’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,201
Closed -$1.81M – 129
2024
Q3 		$1.81M Buy
+25,201
New +$1.76M 1.01% 33

Other funds holding APTV

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Proactive Wealth Strategies's APTV Position: Q4 2024 in Review

Proactive Wealth Strategies sold out of Aptiv (APTV) in Q4 2024, closing a stake of 25,201 shares — an estimated $1.81M sold.

Proactive Wealth Strategies first reported a position in APTV in Q3 2024 and held it in 1 quarter. The position peaked at $1.81M in Q3 2024. 600 funds tracked by Wall St. Rank hold APTV as of Q4 2024.

  • Proactive Wealth Strategies reported no remaining Aptiv position as of Q4 2024 after selling out during the quarter.
  • Proactive Wealth Strategies sold 25,201 Aptiv shares in Q4 2024, an estimated $1.81M.
  • Proactive Wealth Strategies first reported a position in Aptiv in Q3 2024 and held it in 1 quarter.
  • Proactive Wealth Strategies's Aptiv position peaked at $1.81M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Aptiv as of Q4 2024.

Based on Proactive Wealth Strategies's 13F filing for Q4 2024, filed 31 Jan 2025.