Sequoia Wealth Management’s Apple AAPL Stock Holding History

Sequoia 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
2019 Q2	–	Sell	-4,588	Closed	-$216K	–	52
2019 Q1	$216K	Sell	4,588 -480	-9%	-$20.4K	0.18%	71
2018 Q4	$200K	Buy	+5,068	New	+$246K	0.2%	59
2018 Q1	–	Sell	-5,516	Closed	-$239K	–	58
2017 Q4	$239K	Buy	+5,516	New	+$231K	0.22%	50

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sequoia Wealth Management's AAPL Position: Q2 2019 in Review

Sequoia Wealth Management sold out of Apple (AAPL) in Q2 2019, closing a stake of 4,588 shares — an estimated $216K sold.

Sequoia Wealth Management first reported a position in AAPL in Q4 2017 and held it in 3 quarters. The position peaked at $239K in Q4 2017. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

Sequoia Wealth Management reported no remaining Apple position as of Q2 2019 after selling out during the quarter.
Sequoia Wealth Management sold 4,588 Apple shares in Q2 2019, an estimated $216K.
Sequoia Wealth Management first reported a position in Apple in Q4 2017 and held it in 3 quarters.
Sequoia Wealth Management's Apple position peaked at $239K in Q4 2017.
3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.