Sound View Wealth Advisors’s Apple AAPL Stock Holding History

Sound View 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
2019 Q1	$7.11M	Buy	149,712 +2,168	+1%	+$92K	2.23%	5
2018 Q4	$5.82M	Buy	+147,544	New	+$7.15M	2.11%	5

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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's AAPL Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Apple (AAPL) stake by 1.5% in Q1 2019, buying an estimated $92K and bringing the position to 149,712 shares worth $7.11M. The position accounts for 2.23% of the portfolio, ranked #5.

Sound View Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 2 quarters since. 3,023 funds tracked by Wall St. Rank hold AAPL as of Q1 2019.

Sound View Wealth Advisors held 149,712 shares of Apple worth $7.11M as of Q1 2019.
Sound View Wealth Advisors bought 2,168 Apple shares in Q1 2019, an estimated $92K.
Apple made up 2.23% of Sound View Wealth Advisors's portfolio in Q1 2019, its #5 holding.
Sound View Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 2 quarters since.
3,023 funds tracked by Wall St. Rank held Apple as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.