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Source Financial Advisors’s Apple AAPL Stock Holding History

Source Financial 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
2024
Q3 		$4.48M Buy
19,237
+199
+1% +$44.4K 1.32% 16
2024
Q2 		$4.01M Sell
19,038
-279
-1% -$52K 1.23% 19
2024
Q1 		$3.31M Sell
19,317
-2,888
-13% -$525K 1.01% 21
2023
Q4 		$4.28M Sell
22,205
-285
-1% -$52.6K 1.33% 17
2023
Q3 		$3.85M Buy
22,490
+128
+0.6% +$23.5K 1.3% 17
2023
Q2 		$4.34M Buy
22,362
+739
+3% +$129K 1.42% 16
2023
Q1 		$3.57M Sell
21,623
-1,452
-6% -$214K 1.19% 18
2022
Q4 		$3M Buy
23,075
+2,231
+11% +$319K 1.13% 19
2022
Q3 		$2.88M Buy
20,844
+1,628
+8% +$256K 1.14% 22
2022
Q2 		$2.63M Buy
19,216
+445
+2% +$67.4K 1.03% 24
2022
Q1 		$3.28M Buy
18,771
+1,593
+9% +$268K 0.96% 24
2021
Q4 		$3.05M Sell
17,178
-759
-4% -$120K 0.82% 29
2021
Q3 		$2.54M Buy
17,937
+775
+5% +$114K 0.66% 30
2021
Q2 		$2.35M Buy
17,162
+662
+4% +$85.8K 0.61% 31
2021
Q1 		$2.02M Buy
16,500
+1,759
+12% +$226K 0.54% 32
2020
Q4 		$1.96M Buy
+14,741
New +$1.77M 0.53% 30

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Source Financial Advisors's AAPL Position: Q3 2024 in Review

Source Financial Advisors increased its Apple (AAPL) stake by 1% in Q3 2024, buying an estimated $44.4K and bringing the position to 19,237 shares worth $4.48M. The position accounts for 1.32% of the portfolio, ranked #16.

Source Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 16 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Source Financial Advisors held 19,237 shares of Apple worth $4.48M as of Q3 2024.
  • Source Financial Advisors bought 199 Apple shares in Q3 2024, an estimated $44.4K.
  • Apple made up 1.32% of Source Financial Advisors's portfolio in Q3 2024, its #16 holding.
  • Source Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 16 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.