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Rainsberger Wealth Advisors’s Apple AAPL Stock Holding History

Rainsberger 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
2023
Q4 		$4.94M Sell
25,674
-2,339
-8% -$432K 2.7% 13
2023
Q3 		$4.8M Sell
28,013
-1,002
-3% -$184K 2.94% 11
2023
Q2 		$5.63M Sell
29,015
-7,369
-20% -$1.28M 3.4% 9
2023
Q1 		$6M Buy
36,384
+1,172
+3% +$173K 3.56% 8
2022
Q4 		$4.58M Sell
35,212
-768
-2% -$110K 2.91% 11
2022
Q3 		$4.97M Buy
35,980
+138
+0.4% +$21.7K 3.41% 9
2022
Q2 		$4.9M Sell
35,842
-699
-2% -$106K 3.58% 11
2022
Q1 		$6.38M Buy
36,541
+154
+0.4% +$25.9K 4.08% 7
2021
Q4 		$6.46M Buy
+36,387
New +$5.75M 3.79% 8

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rainsberger Wealth Advisors's AAPL Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Apple (AAPL) stake by 8.3% in Q4 2023, selling an estimated $432K and leaving 25,674 shares worth $4.94M. The position accounts for 2.7% of the portfolio, ranked #13.

Rainsberger Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.46M in Q4 2021. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Rainsberger Wealth Advisors held 25,674 shares of Apple worth $4.94M as of Q4 2023.
  • Rainsberger Wealth Advisors sold 2,339 Apple shares in Q4 2023, an estimated $432K.
  • Apple made up 2.7% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #13 holding.
  • Rainsberger Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 9 quarters since.
  • Rainsberger Wealth Advisors's Apple position peaked at $6.46M in Q4 2021.
  • 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.