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Resource Planning Group’s Apple AAPL Stock Holding History

Resource Planning Group’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 		$2.1M Buy
10,917
+188
+2% +$34.7K 1.34% 23
2023
Q3 		$1.84M Buy
10,729
+549
+5% +$101K 1.56% 17
2023
Q2 		$1.97M Sell
10,180
-744
-7% -$130K 1.6% 16
2023
Q1 		$1.8M Sell
10,924
-3,101
-22% -$458K 1.46% 16
2022
Q4 		$1.82M Buy
14,025
+16
+0.1% +$2.29K 1.46% 16
2022
Q3 		$1.94M Sell
14,009
-43
-0.3% -$6.75K 1.68% 14
2022
Q2 		$1.92M Buy
14,052
+6
+0% +$909 1.6% 14
2022
Q1 		$2.45M Sell
14,046
-11
-0.1% -$1.85K 1.76% 11
2021
Q4 		$2.5M Buy
14,057
+1,214
+9% +$192K 1.67% 11
2021
Q3 		$1.82M Sell
12,843
-953
-7% -$140K 1.14% 16
2021
Q2 		$1.89M Buy
+13,796
New +$1.79M 1.09% 16
2021
Q1 		– Sell
-10,311
Closed -$1.37M – 67
2020
Q4 		$1.37M Sell
10,311
-39
-0.4% -$4.69K 0.97% 21
2020
Q3 		$1.2M Sell
10,350
-1,106
-10% -$121K 0.91% 22
2020
Q2 		$1.04M Buy
11,456
+20
+0.2% +$1.55K 0.78% 24
2020
Q1 		$727K Buy
11,436
+216
+2% +$15.9K 0.63% 24
2019
Q4 		$824K Sell
11,220
-180
-2% -$11.6K 0.47% 26
2019
Q3 		$638K Sell
11,400
-1,404
-11% -$73.4K 0.37% 30
2019
Q2 		$634K Buy
12,804
+28
+0.2% +$1.36K 0.37% 30
2019
Q1 		$607K Buy
12,776
+28
+0.2% +$1.19K 0.4% 25
2018
Q4 		$503K Buy
12,748
+504
+4% +$24.4K 0.38% 25
2018
Q3 		$644K Buy
+12,244
New +$638K 0.5% 20

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

Resource Planning Group's AAPL Position: Q4 2023 in Review

Resource Planning Group increased its Apple (AAPL) stake by 1.8% in Q4 2023, buying an estimated $34.7K and bringing the position to 10,917 shares worth $2.1M. The position accounts for 1.34% of the portfolio, ranked #23.

Resource Planning Group first reported a position in AAPL in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.5M in Q4 2021. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Resource Planning Group held 10,917 shares of Apple worth $2.1M as of Q4 2023.
  • Resource Planning Group bought 188 Apple shares in Q4 2023, an estimated $34.7K.
  • Apple made up 1.34% of Resource Planning Group's portfolio in Q4 2023, its #23 holding.
  • Resource Planning Group first reported a position in Apple in Q3 2018 and has held it in 21 quarters since.
  • Resource Planning Group's Apple position peaked at $2.5M in Q4 2021.
  • 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.