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Secrest Blakey & Associates’s Apple AAPL Stock Holding History

Secrest Blakey & Associates’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
Q3 		$12K Buy
+100
New +$10.9K 0.03% 61
2019
Q4 		– Sell
-6,000
Closed -$336K – 61
2019
Q3 		$336K Buy
+6,000
New +$314K 0.28% 78

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

Secrest Blakey & Associates's AAPL Position: Q3 2020 in Review

Secrest Blakey & Associates increased its Apple (AAPL) stake by 48% in Q3 2020, buying an estimated $579K and bringing the position to 16,298 shares worth $1.89M. The position accounts for 4.32% of the portfolio, ranked #4.

Secrest Blakey & Associates first reported a position in AAPL in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.58M in Q3 2018. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Secrest Blakey & Associates held 16,298 shares of Apple worth $1.89M as of Q3 2020.
  • Secrest Blakey & Associates bought 5,310 Apple shares in Q3 2020, an estimated $579K.
  • Apple made up 4.32% of Secrest Blakey & Associates's portfolio in Q3 2020, its #4 holding.
  • Secrest Blakey & Associates first reported a position in Apple in Q1 2018 and has held it in 11 quarters since.
  • Secrest Blakey & Associates's Apple position peaked at $2.58M in Q3 2018.
  • 3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.