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Rockwood Wealth Management’s Apple AAPL Stock Holding History

Rockwood 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
2023
Q3 		– Sell
-8,414
Closed -$1.63M – 69
2023
Q2 		$1.63M Buy
+8,414
New +$1.47M 0.28% 23
2022
Q1 		– Sell
-39,401
Closed -$7M – 74
2021
Q4 		$7M Buy
+39,401
New +$6.23M 3.11% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Rockwood Wealth Management's AAPL Position: Q3 2023 in Review

Rockwood Wealth Management sold out of Apple (AAPL) in Q3 2023, closing a stake of 8,414 shares — an estimated $1.63M sold.

Rockwood Wealth Management first reported a position in AAPL in Q4 2021 and held it in 2 quarters. The position peaked at $7M in Q4 2021. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Rockwood Wealth Management reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
  • Rockwood Wealth Management sold 8,414 Apple shares in Q3 2023, an estimated $1.63M.
  • Rockwood Wealth Management first reported a position in Apple in Q4 2021 and held it in 2 quarters.
  • Rockwood Wealth Management's Apple position peaked at $7M in Q4 2021.
  • 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Rockwood Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.